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
351
$62K 0.01%
1,908
352
$62K 0.01%
2,689
+99
353
$62K 0.01%
1,647
-351
354
$62K 0.01%
3,054
+1,836
355
$62K 0.01%
1,415
356
$62K 0.01%
+4,653
357
$61K 0.01%
1,100
358
$61K 0.01%
1,438
+108
359
$61K 0.01%
649
+199
360
$61K 0.01%
1,200
-300
361
$60K 0.01%
425
+122
362
$60K 0.01%
1,060
-214
363
$59K 0.01%
1,085
364
$59K 0.01%
1,210
+210
365
$59K 0.01%
1,003
366
$59K 0.01%
1,951
+2
367
$57K 0.01%
909
368
$57K 0.01%
1,259
-85
369
$57K 0.01%
790
370
$57K 0.01%
3,479
-71
371
$57K 0.01%
2,000
372
$57K 0.01%
1,000
373
$56K 0.01%
1,730
-342
374
$55K 0.01%
1,450
-95
375
$55K 0.01%
3,972
13 14
15
16 17