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
351
$78K 0.02%
+1,273
352
$78K 0.02%
+5,074
353
$77K 0.02%
+2,505
354
$77K 0.02%
+1,797
355
$77K 0.02%
+2,715
356
$76K 0.02%
+1,243
357
$75K 0.02%
+1,092
358
$74K 0.02%
+5,390
359
$73K 0.02%
+1,720
360
$73K 0.02%
+809
361
$72K 0.02%
+2,065
362
$72K 0.02%
+3,037
363
$72K 0.02%
+2,149
364
$71K 0.02%
+260
365
$71K 0.02%
+1,854
366
$71K 0.02%
+494
367
$71K 0.02%
+1,088
368
$70K 0.02%
+676
369
$70K 0.02%
+815
370
$69K 0.02%
+781
371
$69K 0.02%
+790
372
$69K 0.02%
+4,462
373
$69K 0.02%
+530
374
$68K 0.02%
+594
375
$68K 0.02%
+1,218
13 14
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