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
301
$98K 0.03%
+4,808
302
$97K 0.03%
+1,433
303
$96K 0.03%
+1,792
304
$96K 0.03%
+1,920
305
$95K 0.03%
+3,375
306
$94K 0.03%
+1,350
307
$94K 0.03%
+3,120
308
$93K 0.03%
+1,195
309
$92K 0.03%
+3,300
310
$92K 0.03%
+2,335
311
$91K 0.03%
+1,800
312
$91K 0.03%
+4,598
313
$90K 0.03%
+12,593
314
$89K 0.03%
+3,253
315
$89K 0.03%
+281
316
$89K 0.03%
+975
317
$88K 0.03%
+2,471
318
$87K 0.03%
+1,755
319
$87K 0.03%
+7,888
320
$87K 0.03%
+1,285
321
$87K 0.03%
+6,102
322
$87K 0.03%
+818
323
$86K 0.03%
+4,082
324
$85K 0.03%
+3,089
325
$85K 0.03%
+2,427
11 12
13
14 15