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
$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
1
$5.12M 7%
41,918
-3,942
2
$4.71M 6.44%
11,881
-1,407
3
$4.28M 5.85%
27,660
+400
4
$3.67M 5.01%
19,871
-10
5
$3.36M 4.59%
143,815
+18,202
6
$2.56M 3.51%
11,514
+2,271
7
$2.37M 3.23%
65,316
+9,182
8
$2.19M 3%
233,125
+469
9
$2.17M 2.97%
87,084
+57,038
10
$1.81M 2.48%
126,216
-2,137
11
$1.79M 2.45%
7,595
-416
12
$1.78M 2.44%
72,382
+494
13
$1.78M 2.44%
68,923
+6,529
14
$1.55M 2.11%
10,155
-3,131
15
$1.23M 1.69%
6,985
+158
16
$1.22M 1.66%
31,464
-1,407
17
$1.22M 1.66%
35,000
18
$991K 1.35%
9,456
-2,946
19
$913K 1.25%
3,585
+387
20
$833K 1.14%
7,624
21
$800K 1.09%
+46,432
22
$796K 1.09%
10,574
+168
23
$786K 1.07%
14,911
24
$783K 1.07%
2,404
-106
25
$751K 1.03%
8,238
-1,565
1
2 3 4 5