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
$1.44B
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.28M
3
+$5.88M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$5.4M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.33M

Top Sells

1
+$9.39M
2
+$4.16M
3
+$3.96M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.37M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$2.44M

Sector Composition

1 Technology 7.74%
2 Healthcare 4.51%
3 Financials 3.32%
4 Consumer Discretionary 2.93%
5 Communication Services 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$325K 0.02%
1,726
402
$325K 0.02%
+663
403
$324K 0.02%
+8,158
404
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405
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407
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408
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409
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-2,533
410
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34,703
+3,103
411
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412
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413
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8,379
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414
$314K 0.02%
+5,700
415
$311K 0.02%
6,100
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416
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8,493
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420
$305K 0.02%
4,022
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421
$302K 0.02%
4,000
422
$302K 0.02%
8,261
+899
423
$301K 0.02%
19,215
+28
424
$300K 0.02%
27,860
+178
425
$299K 0.02%
+9,898
15 16
17
18 19