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
326
$85K 0.03%
+2,427
327
$84K 0.03%
+3,370
328
$84K 0.03%
+2,454
329
$84K 0.03%
+2,903
330
$84K 0.03%
+497
331
$84K 0.03%
+5,466
332
$84K 0.03%
+3,481
333
$83K 0.02%
+790
334
$83K 0.02%
+1,491
335
$83K 0.02%
+913
336
$83K 0.02%
+2,595
337
$82K 0.02%
+1,363
338
$82K 0.02%
+6,839
339
$82K 0.02%
+400
340
$82K 0.02%
+1,012
341
$81K 0.02%
+4,144
342
$81K 0.02%
+1,382
343
$80K 0.02%
+1,031
344
$80K 0.02%
+1,415
345
$80K 0.02%
+6,800
346
$80K 0.02%
+2,304
347
$80K 0.02%
+1,072
348
$79K 0.02%
+4,349
349
$79K 0.02%
+7,011
350
$79K 0.02%
+612
12 13
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15 16