OIM

Oder Investment Management Portfolio holdings

AUM $132M
1-Year Est. Return 34.49%
This Quarter Est. Return
1 Year Est. Return
+34.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$4.97M
3
+$4.45M
4
DIS icon
Walt Disney
DIS
+$3.6M
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$3.39M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 12.21%
2 Technology 12.12%
3 Communication Services 10.4%
4 Healthcare 5.75%
5 Financials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.09M 5.97%
+45,860
2
$4.97M 4.87%
+13,288
3
$4.45M 4.36%
+27,260
4
$3.6M 3.53%
+19,881
5
$3.39M 3.32%
+146,912
6
$2.96M 2.9%
+139,478
7
$2.93M 2.87%
+125,613
8
$2.77M 2.71%
+127,168
9
$2.19M 2.14%
+99,886
10
$2.17M 2.13%
+9,243
11
$2.09M 2.05%
+232,656
12
$2.07M 2.03%
+81,638
13
$2.07M 2.03%
+56,134
14
$2.04M 2%
+23,180
15
$1.94M 1.9%
+71,888
16
$1.87M 1.84%
+83,718
17
$1.83M 1.79%
+128,353
18
$1.78M 1.75%
+8,011
19
$1.69M 1.66%
+13,286
20
$1.61M 1.58%
+62,394
21
$1.42M 1.39%
+6,827
22
$1.15M 1.12%
+35,000
23
$1.07M 1.05%
+12,402
24
$997K 0.98%
+32,871
25
$832K 0.82%
+2,510
1
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