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
$80.5M
AUM Growth
-$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$637K
3
+$629K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$622K
5
TSLA icon
Tesla
TSLA
+$524K

Top Sells

1
+$3.77M
2
+$3.29M
3
+$1.94M
4
FNOV icon
FT Vest US Equity Buffer ETF November
FNOV
+$768K
5
NVDA icon
NVIDIA
NVDA
+$466K

Sector Composition

1 Technology 13.46%
2 Consumer Discretionary 12.2%
3 Communication Services 7.82%
4 Healthcare 6.38%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.74M 7.14%
44,204
-307
2
$4.31M 5.36%
11,283
+1
3
$3.61M 4.48%
163,091
+10,191
4
$2.81M 3.49%
133,849
+965
5
$2.7M 3.35%
32,085
+1,037
6
$2.47M 3.07%
48,221
-920
7
$2.44M 3.04%
109,086
+1,063
8
$2.39M 2.97%
116,674
+4,543
9
$2.37M 2.95%
27,287
+824
10
$2.09M 2.59%
16,941
+4,257
11
$1.91M 2.37%
7,963
+503
12
$1.85M 2.3%
20,951
-34
13
$1.81M 2.25%
13,477
-374
14
$1.7M 2.12%
21,484
-236
15
$1.64M 2.04%
43,796
+65
16
$1.58M 1.96%
71,500
+28,441
17
$1.45M 1.81%
86,235
-7,321
18
$1.41M 1.75%
104,658
+8,451
19
$1.4M 1.74%
69,314
+24,012
20
$1.35M 1.68%
29,182
+13,931
21
$1.21M 1.5%
111,702
-27,800
22
$1.03M 1.28%
2,203
+65
23
$961K 1.2%
29,030
-1,088
24
$951K 1.18%
1,954
-265
25
$950K 1.18%
44,605
+3,841
1
2 3 4 5