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
$1.26B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$6.78M
3
+$5.99M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.17M
5
TAXF icon
American Century Diversified Municipal Bond ETF
TAXF
+$5.04M

Top Sells

1
+$982K
2
+$886K
3
+$821K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$751K
5
AMGN icon
Amgen
AMGN
+$729K

Sector Composition

1 Technology 6.33%
2 Healthcare 5.29%
3 Financials 5%
4 Communication Services 2.87%
5 Industrials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$345K 0.03%
18,518
+8,283
377
$342K 0.03%
6,389
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$339K 0.03%
5,802
+1,223
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3,314
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380
$338K 0.03%
4,602
-190
381
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382
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3,128
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383
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-6
384
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385
$335K 0.03%
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386
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387
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388
$328K 0.03%
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389
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4,864
390
$327K 0.03%
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391
$327K 0.03%
17,104
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392
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393
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3,180
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394
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2,661
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395
$317K 0.03%
2,228
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396
$316K 0.02%
6,673
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397
$314K 0.02%
5,699
-227
398
$310K 0.02%
5,337
+265
399
$308K 0.02%
5,819
-77
400
$308K 0.02%
14,065
-675
14 15
16
17 18