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
401
$60K 0.02%
+563
402
$59K 0.02%
+438
403
$59K 0.02%
+1,688
404
$59K 0.02%
+1,788
405
$58K 0.02%
+10,580
406
$58K 0.02%
+5,272
407
$58K 0.02%
+1,499
408
$58K 0.02%
+4,800
409
$57K 0.02%
+630
410
$57K 0.02%
+359
411
$57K 0.02%
+3,746
412
$57K 0.02%
+665
413
$57K 0.02%
+1,069
414
$57K 0.02%
+409
415
$57K 0.02%
+3,050
416
$56K 0.02%
+1,380
417
$56K 0.02%
+3,240
418
$56K 0.02%
+3,004
419
$56K 0.02%
+1,399
420
$55K 0.02%
+336
421
$55K 0.02%
+6,274
422
$54K 0.02%
+1,967
423
$54K 0.02%
+1,372
424
$54K 0.02%
+1,114
425
$54K 0.02%
+4,360
15 16
17
18 19