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
426
$281K 0.02%
+4,573
427
$279K 0.02%
4,436
428
$276K 0.02%
8,310
429
$271K 0.02%
+4,451
430
$270K 0.02%
2,239
+17
431
$270K 0.02%
2,154
+1
432
$270K 0.02%
+6,868
433
$269K 0.02%
9,030
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434
$267K 0.02%
6,186
+533
435
$267K 0.02%
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436
$266K 0.02%
7,718
437
$266K 0.02%
4,526
-312
438
$265K 0.02%
+4,828
439
$262K 0.02%
5,654
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440
$260K 0.02%
3,000
441
$260K 0.02%
1,263
+1
442
$259K 0.02%
1,311
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$258K 0.02%
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444
$257K 0.02%
10,031
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445
$255K 0.02%
13,571
-5,150
446
$254K 0.02%
8,063
447
$254K 0.02%
4,400
448
$254K 0.02%
+6,545
449
$253K 0.02%
966
-124
450
$253K 0.02%
+15,111
16 17
18
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