ODA

One Degree Advisors Portfolio holdings

AUM $281M
1-Year Est. Return 10.59%
This Quarter Est. Return
1 Year Est. Return
+10.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$28.6M
3
+$12.3M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$10.1M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.89M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.04%
2 Industrials 1.17%
3 Consumer Staples 0.84%
4 Utilities 0.57%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$212K 0.11%
+1,244
52
$208K 0.11%
+1,334
53
$202K 0.1%
+4,293
54
$47K 0.02%
+23,840
1 2
3