ODA
One Degree Advisors Portfolio holdings
AUM
$281M
This Quarter Return
+8.83%
1 Year Return
+10.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$196M
AUM Growth
–
Cap. Flow
+$196M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.7%
Holding
54
New
54
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amazon
AMZN
$2.4T
| $212K | 0.11% |
+1,244
| New | +$212K |
|
52
Johnson & Johnson
JNJ
$429B
| $208K | 0.11% |
+1,334
| New | +$208K |
|
53
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.12B
| $202K | 0.1% |
+4,293
| New | +$202K |
|
54
One Stop Systems
OSS
$127M
| $47K | 0.02% |
+23,840
| New | +$47K |
|