OIM

Oder Investment Management Portfolio holdings

AUM $138M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$705K
2
+$574K
3
+$390K
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$310K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$301K

Top Sells

1
+$1.66M
2
+$715K
3
+$620K
4
PLTR icon
Palantir
PLTR
+$541K
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$360K

Sector Composition

1 Technology 22.37%
2 Financials 10.07%
3 Consumer Discretionary 9.44%
4 Communication Services 6.99%
5 Healthcare 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.61M 6.51%
41,977
+39
2
$6.67M 5.04%
48,895
-4,609
3
$6.3M 4.76%
10,202
-412
4
$6.16M 4.65%
28,078
+88
5
$5.34M 4.04%
57,055
-28,050
6
$4.59M 3.46%
196,528
+13,356
7
$3.84M 2.9%
7,722
+13
8
$3.84M 2.9%
12,090
-43
9
$3.61M 2.73%
156,528
-15,606
10
$3.59M 2.71%
78,254
+5,139
11
$3.51M 2.65%
154,420
+13,143
12
$3.45M 2.6%
19,566
+108
13
$3.11M 2.35%
10,729
-67
14
$2.54M 1.92%
16,046
+5,600
15
$2.47M 1.86%
100,937
+4,055
16
$2.33M 1.76%
156,767
+4,963
17
$2.21M 1.67%
113,216
+8,089
18
$2.12M 1.6%
102,382
19
$2.07M 1.57%
40,840
+205
20
$2.01M 1.52%
3,643
+143
21
$1.85M 1.4%
3,639
+505
22
$1.79M 1.35%
90,975
+7,753
23
$1.77M 1.34%
15,377
+70
24
$1.64M 1.24%
2,218
+1
25
$1.57M 1.19%
75,053
+3,086
1
2 3 4