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
$68.2M
AUM Growth
-$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$701K
3
+$506K
4
LMT icon
Lockheed Martin
LMT
+$491K
5
AVGO icon
Broadcom
AVGO
+$259K

Top Sells

1
+$5.72M
2
+$4.38M
3
+$765K
4
AMGN icon
Amgen
AMGN
+$716K
5
PFE icon
Pfizer
PFE
+$661K

Sector Composition

1 Communication Services 15.86%
2 Consumer Discretionary 11.03%
3 Technology 9.28%
4 Financials 7.23%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.8M 7.03%
11,181
-77
2
$3.68M 5.39%
158,203
-429
3
$3.56M 5.22%
21,039
+82
4
$2.89M 4.24%
11,178
+144
5
$2.67M 3.92%
106,670
+9,616
6
$2.53M 3.7%
+18,900
7
$2.23M 3.26%
231,028
-1,393
8
$2.18M 3.19%
83,113
+4,724
9
$2.15M 3.15%
49,966
-15,368
10
$2.02M 2.96%
7,173
-332
11
$1.97M 2.89%
76,688
+2,886
12
$1.87M 2.74%
126,755
+2,820
13
$1.63M 2.39%
9,974
-22
14
$1.63M 2.39%
22,501
+344
15
$1.26M 1.85%
33,527
-948
16
$1.25M 1.83%
29,384
-503
17
$1.06M 1.55%
6,869
-122
18
$983K 1.44%
46,745
+313
19
$896K 1.31%
57,965
+1,175
20
$820K 1.2%
9,671
-588
21
$820K 1.2%
2,377
+1,423
22
$782K 1.15%
2,884
+18
23
$770K 1.13%
6,985
+644
24
$755K 1.11%
7,180
25
$753K 1.1%
2,220
-16
1
2 3 4