OIM
Oder Investment Management Portfolio holdings
AUM
$132M
This Quarter Return
+5.6%
1 Year Return
+34.49%
3 Year Return
+95.93%
5 Year Return
–
10 Year Return
–
AUM
$76.7M
AUM Growth
+$76.7M
(+4.9%)
Cap. Flow
-$350K
Cap. Flow
% of AUM
-0.46%
Top 10 Holdings %
Top 10 Hldgs %
44.43%
Holding
85
New
–
Increased
32
Reduced
35
Closed
5
Top Buys
Top Sells
| 1 |
Peloton Interactive
PTON
|
$458K |
| 2 |
Amazon
AMZN
|
$382K |
| 3 |
Annaly Capital Management
NLY
|
$334K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$267K |
| 5 |
Coca-Cola
KO
|
$249K |
Sector Composition
| 1 | Technology | 15.51% |
| 2 | Consumer Discretionary | 15.36% |
| 3 | Communication Services | 10.98% |
| 4 | Healthcare | 7.8% |
| 5 | Financials | 6.2% |
