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
$107M
AUM Growth
+$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$440K
2
+$273K
3
+$225K
4
MSTR icon
Strategy Inc
MSTR
+$210K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$209K

Top Sells

1
+$509K
2
+$374K
3
+$308K
4
GILD icon
Gilead Sciences
GILD
+$231K
5
KHC icon
Kraft Heinz
KHC
+$215K

Sector Composition

1 Technology 17.96%
2 Consumer Discretionary 11.87%
3 Financials 7.06%
4 Communication Services 6.59%
5 Healthcare 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.27M 6.77%
42,398
-144
2
$5.91M 5.5%
11,289
-68
3
$5.55M 5.17%
30,765
-295
4
$4.16M 3.88%
183,160
-1,792
5
$3.38M 3.15%
147,361
+19,155
6
$3.16M 2.95%
7,517
+6
7
$2.97M 2.77%
19,687
-358
8
$2.82M 2.63%
16,065
+18
9
$2.8M 2.61%
133,592
-5,052
10
$2.79M 2.6%
120,183
+7,204
11
$2.69M 2.51%
58,280
+1,234
12
$2.25M 2.1%
94,660
-2,072
13
$2.18M 2.03%
10,884
-1,047
14
$2.06M 1.92%
100,889
+7,799
15
$2M 1.87%
137,686
+2,739
16
$1.88M 1.75%
39,433
-584
17
$1.71M 1.6%
85,105
18
$1.62M 1.51%
3,651
-45
19
$1.55M 1.44%
8,107
-135
20
$1.53M 1.43%
66,605
+5,917
21
$1.43M 1.33%
11,699
+345
22
$1.41M 1.31%
73,228
+6,177
23
$1.38M 1.29%
23,780
+328
24
$1.28M 1.19%
108,097
+2,745
25
$1.2M 1.12%
59,870
+5,196
1
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