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
$91.3M
AUM Growth
+$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$542K
3
+$377K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$323K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$277K

Top Sells

1
+$1.24M
2
+$997K
3
+$417K
4
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$354K
5
TSLA icon
Tesla
TSLA
+$301K

Sector Composition

1 Technology 16.42%
2 Consumer Discretionary 12.5%
3 Communication Services 6.64%
4 Financials 5.95%
5 Healthcare 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.33M 9.12%
42,925
-932
2
$5.04M 5.52%
11,370
3
$4.32M 4.73%
33,112
-192
4
$4.23M 4.64%
+180,035
5
$4.18M 4.58%
15,961
-1,150
6
$3.92M 4.3%
174,565
+6,972
7
$2.63M 2.88%
124,316
-2,252
8
$2.54M 2.78%
7,454
-558
9
$2.41M 2.64%
20,098
-1,300
10
$2.22M 2.43%
98,363
+3,415
11
$2.21M 2.42%
99,367
-1,977
12
$2.09M 2.29%
101,603
+1,178
13
$1.78M 1.95%
12,252
-137
14
$1.65M 1.8%
39,872
-1,671
15
$1.57M 1.72%
114,276
+725
16
$1.43M 1.56%
70,927
+1,613
17
$1.41M 1.55%
119,300
+50
18
$1.27M 1.39%
3,442
-60
19
$1.26M 1.38%
14,144
-13,877
20
$1.12M 1.23%
12,635
-310
21
$1.11M 1.22%
66,992
-21,311
22
$946K 1.04%
19,764
-6,024
23
$938K 1.03%
6,387
+250
24
$924K 1.01%
44,455
-1,332
25
$903K 0.99%
31,463
+2,293
1
2 3 4