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
$88M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$2.67M
3
+$2.63M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.47M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.16M

Top Sells

1
+$650K
2
+$285K
3
+$130K
4
LMT icon
Lockheed Martin
LMT
+$113K
5
DEO icon
Diageo
DEO
+$61.4K

Sector Composition

1 Communication Services 10.94%
2 Consumer Discretionary 10.03%
3 Technology 8.73%
4 Financials 5.71%
5 Healthcare 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.05M 5.74%
11,189
+8
2
$4.49M 5.1%
12,486
+153
3
$4.04M 4.59%
176,391
+5,923
4
$3.7M 4.2%
+150,848
5
$3.45M 3.92%
25,160
+1,402
6
$3.31M 3.76%
138,764
+18,603
7
$2.67M 3.03%
+19,180
8
$2.66M 3.03%
51,451
+1,105
9
$2.63M 2.99%
+124,840
10
$2.54M 2.88%
103,748
+10,296
11
$2.47M 2.81%
+116,249
12
$2.2M 2.5%
7,124
+243
13
$2.16M 2.45%
+102,481
14
$2.04M 2.32%
24,261
-32
15
$1.94M 2.21%
88,307
+11,070
16
$1.69M 1.92%
137,899
-268
17
$1.65M 1.88%
12,123
+1,805
18
$1.65M 1.88%
42,527
+3,699
19
$1.45M 1.65%
+83,392
20
$1.26M 1.44%
30,645
+820
21
$1.16M 1.32%
7,572
+623
22
$1.04M 1.18%
2,349
-255
23
$983K 1.12%
9,709
+18
24
$982K 1.12%
4,284
+1,605
25
$968K 1.1%
4,266
+1,369
1
2 3 4