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
$1.26B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$6.78M
3
+$5.99M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.17M
5
TAXF icon
American Century Diversified Municipal Bond ETF
TAXF
+$5.04M

Top Sells

1
+$982K
2
+$886K
3
+$821K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$751K
5
AMGN icon
Amgen
AMGN
+$729K

Sector Composition

1 Technology 6.33%
2 Healthcare 5.29%
3 Financials 5%
4 Communication Services 2.87%
5 Industrials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$563K 0.04%
7,069
277
$554K 0.04%
6,126
-745
278
$550K 0.04%
12,996
279
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280
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281
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6,390
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282
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9,713
283
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284
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6,081
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285
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286
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287
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288
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289
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13,466
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290
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291
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292
$503K 0.04%
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293
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294
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295
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18,524
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296
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297
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10,221
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298
$495K 0.04%
13,176
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299
$493K 0.04%
5,403
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300
$492K 0.04%
17,016
+356
10 11
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