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
276
$112K 0.03%
+3,200
277
$112K 0.03%
+2,825
278
$111K 0.03%
+2,508
279
$111K 0.03%
+1,050
280
$111K 0.03%
+2,147
281
$108K 0.03%
+2,031
282
$107K 0.03%
+1,492
283
$107K 0.03%
+8,185
284
$106K 0.03%
+1,265
285
$106K 0.03%
+4,258
286
$106K 0.03%
+4,000
287
$105K 0.03%
+3,429
288
$105K 0.03%
+4,000
289
$104K 0.03%
+3,842
290
$103K 0.03%
+2,143
291
$103K 0.03%
+4,000
292
$102K 0.03%
+1,367
293
$101K 0.03%
+1,685
294
$101K 0.03%
+722
295
$100K 0.03%
+4,334
296
$99K 0.03%
+1,854
297
$99K 0.03%
+2,337
298
$99K 0.03%
+6,984
299
$99K 0.03%
+1,190
300
$98K 0.03%
+1,260
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