OIM

Oder Investment Management Portfolio holdings

AUM $138M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.01M
3
+$781K
4
TSLA icon
Tesla
TSLA
+$570K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$424K

Top Sells

1
+$3.18M
2
+$2.96M
3
+$2.77M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.19M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$2.07M

Sector Composition

1 Consumer Discretionary 15.78%
2 Technology 14.08%
3 Communication Services 10.87%
4 Healthcare 7.84%
5 Financials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-401
202
– –
-60
203
– –
-334
204
– –
-89
205
– –
-392
206
– –
-1,035
207
– –
-94
208
– –
-117
209
– –
-202
210
– –
-78
211
– –
-272
212
– –
-104
213
– –
-313
214
– –
-107
215
– –
-1,936
216
– –
-96
217
– –
-28
218
– –
-177
219
– –
-65
220
– –
-418
221
– –
-406
222
– –
-6,835
223
– –
-248
224
– –
-343
225
– –
-159
7 8
9
10 11