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
426
$54K 0.02%
+2,070
427
$53K 0.02%
+550
428
$53K 0.02%
+700
429
$52K 0.02%
+1,395
430
$52K 0.02%
+750
431
$52K 0.02%
+6,200
432
$52K 0.02%
+2,910
433
$51K 0.02%
+1,368
434
$51K 0.02%
+2,918
435
$51K 0.02%
+456
436
$51K 0.02%
+3,332
437
$50K 0.01%
+1,675
438
$50K 0.01%
+1,000
439
$50K 0.01%
+800
440
$49K 0.01%
+699
441
$49K 0.01%
+1,539
442
$49K 0.01%
+412
443
$49K 0.01%
+3,275
444
$49K 0.01%
+427
445
$48K 0.01%
+1,477
446
$48K 0.01%
+3,953
447
$48K 0.01%
+1,240
448
$48K 0.01%
+2,130
449
$47K 0.01%
+456
450
$47K 0.01%
+342
16 17
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