OIA

OneDigital Investment Advisors Portfolio holdings

AUM $9.74B
1-Year Est. Return 13.9%
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$335M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,257
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.8M
3
+$16.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$15.3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.22%
2 Industrials 5.05%
3 Technology 3.64%
4 Healthcare 3.6%
5 Energy 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$152K 0.05%
+6,026
227
$149K 0.04%
+2,683
228
$149K 0.04%
+4,360
229
$149K 0.04%
+13,142
230
$149K 0.04%
+3,337
231
$147K 0.04%
+3,831
232
$146K 0.04%
+1,953
233
$146K 0.04%
+3,102
234
$144K 0.04%
+6,613
235
$141K 0.04%
+1,712
236
$141K 0.04%
+2,700
237
$140K 0.04%
+3,390
238
$140K 0.04%
+4,542
239
$140K 0.04%
+36,017
240
$137K 0.04%
+1,098
241
$137K 0.04%
+8,716
242
$137K 0.04%
+2,779
243
$135K 0.04%
+1,129
244
$133K 0.04%
+3,512
245
$133K 0.04%
+7,770
246
$132K 0.04%
+1,195
247
$131K 0.04%
+3,374
248
$131K 0.04%
+2,506
249
$131K 0.04%
+2,658
250
$131K 0.04%
+4,983
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