OIM

Oder Investment Management Portfolio holdings

AUM $139M
1-Year Est. Return 40.52%
This Quarter Est. Return
1 Year Est. Return
+40.52%
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
+$800K
3
+$506K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$425K
5
ZM icon
Zoom
ZM
+$356K

Top Sells

1
+$3.17M
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
– –
-2,521
202
– –
-356
203
– –
-125
204
– –
-690
205
– –
0
206
– –
-1,119
207
– –
-80
208
– –
-1,597
209
– –
-404
210
– –
-1,239
211
– –
-962
212
– –
-96
213
– –
-2,562
214
– –
-408
215
– –
-400
216
– –
-1,078
217
– –
-393
218
– –
-740
219
– –
-137
220
– –
-95
221
– –
-805
222
– –
-1,292
223
– –
-250
224
– –
-200
225
– –
-118
7 8
9
10 11