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
376
$67K 0.02%
+946
377
$67K 0.02%
+835
378
$66K 0.02%
+1,024
379
$66K 0.02%
+554
380
$66K 0.02%
+1,033
381
$66K 0.02%
+1,220
382
$66K 0.02%
+666
383
$66K 0.02%
+2,452
384
$65K 0.02%
+1,103
385
$65K 0.02%
+1,364
386
$65K 0.02%
+693
387
$64K 0.02%
+1,000
388
$64K 0.02%
+980
389
$64K 0.02%
+772
390
$64K 0.02%
+2,494
391
$64K 0.02%
+131
392
$63K 0.02%
+3,609
393
$63K 0.02%
+4,320
394
$63K 0.02%
+2,340
395
$62K 0.02%
+501
396
$62K 0.02%
+3,142
397
$62K 0.02%
+3,076
398
$62K 0.02%
+3,675
399
$61K 0.02%
+475
400
$61K 0.02%
+1,104
14 15
16
17 18