ODA
One Degree Advisors Portfolio holdings
AUM
$281M
This Quarter Return
-1.58%
1 Year Return
+10.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$246M
AUM Growth
+$246M
(+3.6%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
5.12%
Top 10 Holdings %
Top 10 Hldgs %
66.52%
Holding
66
New
6
Increased
29
Reduced
18
Closed
5
Top Buys
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.27M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$2.24M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$548K |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$546K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$384K |
Sector Composition
| 1 | Technology | 1.8% |
| 2 | Consumer Staples | 1.01% |
| 3 | Industrials | 0.95% |
| 4 | Communication Services | 0.6% |
| 5 | Consumer Discretionary | 0.51% |
