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
$272M
AUM Growth
-$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,327
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$2.47M
3
+$2.45M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.27M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$968K

Top Sells

1
+$8.78M
2
+$8.24M
3
+$6.47M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.33M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$3.49M

Sector Composition

1 Technology 3.86%
2 Healthcare 3.76%
3 Communication Services 3.55%
4 Energy 3.34%
5 Consumer Discretionary 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$89K 0.03%
4,349
252
$88K 0.03%
3,290
+37
253
$87K 0.03%
1,461
+750
254
$87K 0.03%
1,569
-1,131
255
$86K 0.03%
2,461
+34
256
$86K 0.03%
1,385
-300
257
$86K 0.03%
344
-13,244
258
$86K 0.03%
3,089
259
$85K 0.03%
1,148
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260
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2,354
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261
$84K 0.03%
796
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262
$84K 0.03%
2,551
-44
263
$84K 0.03%
711
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264
$83K 0.03%
5,148
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265
$83K 0.03%
3,370
266
$81K 0.03%
400
267
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270
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1,031
271
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1,191
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272
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1,243
273
$77K 0.03%
+530
274
$77K 0.03%
2,115
+1,314
275
$77K 0.03%
4,595
+133
9 10
11
12 13