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OIM

Oder Investment Management Portfolio holdings

AUM $130M
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
+2.33%
1 Year Est. Return
+25.54%
3 Year Est. Return
+88.68%
5 Year Est. Return
+89.81%
10 Year Est. Return
AUM
$73.1M
AUM Growth
-$28.9M
Cap. Flow
-$29.2M
Cap. Flow %
-39.86%
Top 10 Hldgs %
44.09%
Holding
555
New
2
Increased
35
Reduced
30
Closed
469
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AAPL icon
1
Apple
AAPL
$4.81T
$5.12M 7%
41,918
-3,942
-9% -$506K
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$4.71M 6.44%
11,881
-1,407
-11% -$543K
AMZN icon
3
Amazon
AMZN
$2.66T
$4.28M 5.85%
27,660
+400
+1% +$63.4K
DIS icon
4
Walt Disney
DIS
$167B
$3.67M 5.01%
19,871
-10
-0.1% -$1.84K
BSJM
5
DELISTED
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
$3.36M 4.59%
143,815
+18,202
+14% +$424K
TSLA icon
6
Tesla
TSLA
$1.42T
$2.56M 3.51%
11,514
+2,271
+25% +$570K
PFE icon
7
Pfizer
PFE
$142B
$2.37M 3.23%
65,316
+9,182
+16% +$326K
FIV
8
DELISTED
First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest
FIV
$2.19M 3%
233,125
+469
+0.2% +$4.34K
BSJO
9
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
$2.17M 2.97%
87,084
+57,038
+190% +$1.42M
BFZ
10
DELISTED
BlackRock CA Municipal Income Trust
BFZ
$1.81M 2.48%
126,216
-2,137
-2% -$30.2K
MSFT icon
11
Microsoft
MSFT
$2.95T
$1.79M 2.45%
7,595
-416
-5% -$96.5K
BBN icon
12
BlackRock Taxable Municipal Bond Trust
BBN
$981M
$1.78M 2.44%
72,382
+494
+0.7% +$12.6K
VRP icon
13
Invesco Variable Rate Preferred ETF
VRP
$3B
$1.78M 2.44%
68,923
+6,529
+10% +$169K
JPM icon
14
JPMorgan Chase
JPM
$918B
$1.55M 2.11%
10,155
-3,131
-24% -$450K
TTWO icon
15
Take-Two Interactive
TTWO
$44.4B
$1.23M 1.69%
6,985
+158
+2% +$29.9K
BAC icon
16
Bank of America
BAC
$430B
$1.22M 1.66%
31,464
-1,407
-4% -$48.6K
PTLC icon
17
Pacer Trendpilot US Large Cap ETF
PTLC
$3.28B
$1.22M 1.66%
35,000
PENN icon
18
PENN Entertainment
PENN
$2.84B
$991K 1.35%
9,456
-2,946
-24% -$326K
BA icon
19
Boeing
BA
$161B
$913K 1.25%
3,585
+387
+12% +$86K
SBUX icon
20
Starbucks
SBUX
$119B
$833K 1.14%
7,624
PDBC icon
21
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.72B
$800K 1.09%
+46,432
New +$781K
CVS icon
22
CVS Health
CVS
$137B
$796K 1.09%
10,574
+168
+2% +$12.2K
KO icon
23
Coca-Cola
KO
$353B
$786K 1.07%
14,911
ROKU icon
24
Roku
ROKU
$21.4B
$783K 1.07%
2,404
-106
-4% -$41.5K
PRU icon
25
Prudential Financial
PRU
$41B
$751K 1.03%
8,238
-1,565
-16% -$134K

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Oder Investment Management's Q1 2021 Portfolio in Review

As of Q1 2021, Oder Investment Management held 555 positions worth $73.1M, down 28% from $102M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Oder Investment Management withdrew a net $29.2M in Q1 2021, closing 469 positions and reducing 30 holdings. Its most notable exit was Invesco BulletShares 2021 Corporate Bond ETF, an estimated $2.96M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 16% of assets, up from 12% a quarter earlier, followed by Technology and Communication Services.

Against the trend, Oder Investment Management opened a new position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF worth $800K.

  • Oder Investment Management's largest Q1 2021 buy was Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF: 46,432 shares worth $800K.
  • Oder Investment Management added most to Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2021, an estimated $1.42M increase.
  • Oder Investment Management's biggest Q1 2021 reduction was Invesco BulletShares 2021 High Yield Corporate Bond ETF, cutting an estimated $3.18M.
  • Oder Investment Management fully exited Invesco BulletShares 2021 Corporate Bond ETF in Q1 2021, selling an estimated $2.96M.
  • Oder Investment Management's ten largest holdings make up 44% of its $73.1M portfolio in Q1 2021.
  • Oder Investment Management opened 2 new positions and closed 469 in Q1 2021.
  • Oder Investment Management's portfolio value fell 28% quarter-over-quarter to $73.1M.

Based on Oder Investment Management's 13F filing for Q1 2021, filed 10 May 2021.