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
451
$47K 0.01%
+864
452
$47K 0.01%
+1,572
453
$47K 0.01%
+20,000
454
$46K 0.01%
+711
455
$46K 0.01%
+1,772
456
$46K 0.01%
+1,600
457
$46K 0.01%
+1,620
458
$46K 0.01%
+1,280
459
$46K 0.01%
+241
460
$45K 0.01%
+1,433
461
$45K 0.01%
+700
462
$45K 0.01%
+979
463
$45K 0.01%
+847
464
$45K 0.01%
+709
465
$45K 0.01%
+743
466
$44K 0.01%
+828
467
$44K 0.01%
+417
468
$44K 0.01%
+224
469
$44K 0.01%
+564
470
$43K 0.01%
+2,424
471
$43K 0.01%
+3,366
472
$43K 0.01%
+1,100
473
$43K 0.01%
+805
474
$43K 0.01%
+357
475
$43K 0.01%
+1,778
17 18
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20 21