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
$427M
AUM Growth
-$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,410
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.8M
3
+$1.33M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.18M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$799K

Top Sells

1
+$24.4M
2
+$9.7M
3
+$4.81M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.56M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.51M

Sector Composition

1 Financials 6.11%
2 Industrials 4.45%
3 Technology 3.78%
4 Energy 3.77%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$95K 0.02%
1,574
+408
277
$95K 0.02%
1,247
+264
278
$92K 0.02%
1,811
-55
279
$92K 0.02%
10,044
+3,266
280
$92K 0.02%
1,147
+517
281
$91K 0.02%
1,177
282
$91K 0.02%
2,400
+50
283
$90K 0.02%
1,800
284
$89K 0.02%
1,271
285
$89K 0.02%
1,145
-1,513
286
$88K 0.02%
900
-250
287
$88K 0.02%
3,028
288
$88K 0.02%
1,529
+605
289
$87K 0.02%
3,650
290
$87K 0.02%
7,851
+162
291
$87K 0.02%
772
+741
292
$86K 0.02%
1,829
+740
293
$85K 0.02%
1,700
-8
294
$83K 0.02%
1,428
-75
295
$83K 0.02%
1,752
+8
296
$82K 0.02%
943
-20
297
$82K 0.02%
1,204
+260
298
$81K 0.02%
1,532
+2
299
$81K 0.02%
1,218
300
$81K 0.02%
1,924
10 11
12
13 14