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
251
$129K 0.04%
+5,825
252
$127K 0.04%
+2,085
253
$126K 0.04%
+2,466
254
$125K 0.04%
+943
255
$125K 0.04%
+7,832
256
$125K 0.04%
+1,961
257
$124K 0.04%
+1,448
258
$124K 0.04%
+2,872
259
$124K 0.04%
+4,252
260
$122K 0.04%
+1,800
261
$121K 0.04%
+907
262
$121K 0.04%
+2,300
263
$120K 0.04%
+2,644
264
$118K 0.04%
+63
265
$118K 0.04%
+712
266
$117K 0.03%
+6,782
267
$116K 0.03%
+3,069
268
$116K 0.03%
+1,383
269
$116K 0.03%
+2,673
270
$116K 0.03%
+671
271
$115K 0.03%
+2,333
272
$115K 0.03%
+948
273
$115K 0.03%
+4,677
274
$114K 0.03%
+2,320
275
$113K 0.03%
+1,248
9 10
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