OIM
Oder Investment Management Portfolio holdings
AUM
$132M
This Quarter Return
-3.1%
1 Year Return
+34.49%
3 Year Return
+95.93%
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(-1.9%)
Cap. Flow
+$2.78M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
39.51%
Holding
97
New
6
Increased
44
Reduced
25
Closed
3
Top Buys
| 1 |
Marathon Petroleum
MPC
|
$805K |
| 2 |
Wynn Resorts
WYNN
|
$715K |
| 3 |
Dimensional US Small Cap Value ETF
DFSV
|
$621K |
| 4 |
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
|
$488K |
| 5 |
First Trust Senior Loan Fund ETF
FTSL
|
$438K |
Top Sells
| 1 |
Palantir
PLTR
|
$1.02M |
| 2 |
Lockheed Martin
LMT
|
$870K |
| 3 |
Crocs
CROX
|
$646K |
| 4 |
Invesco S&P 500 GARP ETF
SPGP
|
$325K |
| 5 |
Axon Enterprise
AXON
|
$229K |
Sector Composition
| 1 | Technology | 20.57% |
| 2 | Consumer Discretionary | 9.85% |
| 3 | Financials | 8.59% |
| 4 | Communication Services | 6.57% |
| 5 | Energy | 1.96% |
