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
$101M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$948K
3
+$943K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$706K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$565K

Top Sells

1
+$4.15M
2
+$2.44M
3
+$496K
4
AFRM icon
Affirm
AFRM
+$286K
5
BHK icon
BlackRock Core Bond Trust
BHK
+$246K

Sector Composition

1 Technology 17.92%
2 Consumer Discretionary 12.44%
3 Financials 6.34%
4 Communication Services 6.18%
5 Healthcare 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.19M 8.11%
42,542
-258
2
$5.4M 5.34%
11,357
-13
3
$4.72M 4.67%
31,060
-62
4
$4.2M 4.16%
184,952
+2,286
5
$3.99M 3.95%
16,047
+77
6
$2.91M 2.88%
128,206
+24,837
7
$2.9M 2.87%
138,644
+33,818
8
$2.82M 2.8%
7,511
-151
9
$2.8M 2.77%
20,045
-30
10
$2.63M 2.6%
57,046
+1,671
11
$2.61M 2.59%
112,979
+77,263
12
$2.23M 2.21%
96,732
-6,787
13
$2.03M 2.01%
11,931
-218
14
$1.9M 1.88%
93,090
+19,638
15
$1.88M 1.86%
134,947
+29,137
16
$1.73M 1.71%
40,017
+145
17
$1.51M 1.5%
3,696
+208
18
$1.35M 1.33%
8,242
+3,269
19
$1.29M 1.28%
67,051
+49,096
20
$1.27M 1.25%
105,352
-16,768
21
$1.22M 1.21%
23,452
+1,335
22
$1.19M 1.17%
4,646
-1,943
23
$1.08M 1.07%
85,105
24
$1.08M 1.07%
66,677
+899
25
$1.04M 1.03%
60,688
-8,960
1
2 3 4