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
$110M
AUM Growth
+$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$827K
2
+$784K
3
+$406K
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$244K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$169K

Top Sells

1
+$742K
2
+$692K
3
+$571K
4
CRWD icon
CrowdStrike
CRWD
+$235K
5
FTNT icon
Fortinet
FTNT
+$225K

Sector Composition

1 Technology 18.82%
2 Consumer Discretionary 10.22%
3 Financials 6.92%
4 Communication Services 6.77%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.96M 8.11%
42,521
+123
2
$6.08M 5.51%
11,173
-116
3
$5.37M 4.87%
27,811
-2,954
4
$4.03M 3.65%
177,305
-5,855
5
$3.58M 3.24%
19,629
-58
6
$3.55M 3.21%
154,751
+7,390
7
$3.35M 3.04%
7,501
-16
8
$3.02M 2.73%
130,772
+10,589
9
$2.76M 2.5%
130,939
-2,653
10
$2.74M 2.48%
59,904
+1,624
11
$2.49M 2.25%
12,568
-3,497
12
$2.19M 1.98%
10,808
-76
13
$2.18M 1.98%
91,058
-3,602
14
$2.12M 1.92%
103,483
+2,594
15
$2.03M 1.83%
141,458
+3,772
16
$2M 1.81%
40,239
+806
17
$1.93M 1.75%
85,105
18
$1.78M 1.62%
70,456
+3,851
19
$1.77M 1.6%
3,686
+35
20
$1.49M 1.35%
77,469
+4,241
21
$1.45M 1.31%
65,474
+18,406
22
$1.4M 1.26%
25,612
+1,832
23
$1.39M 1.26%
8,038
-69
24
$1.32M 1.2%
10,704
+134
25
$1.29M 1.17%
107,671
-426
1
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