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
$201M
AUM Growth
+$5.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.84%
2 Industrials 1.28%
3 Consumer Staples 0.85%
4 Utilities 0.55%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,293
52
-16,310
53
-23,840
54
-33,341