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
451
$280K 0.02%
2,898
-121
452
$279K 0.02%
+6,715
453
$278K 0.02%
1,845
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454
$277K 0.02%
+256
455
$275K 0.02%
9,800
+517
456
$275K 0.02%
+5,652
457
$268K 0.02%
7,217
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458
$267K 0.02%
4,358
+102
459
$267K 0.02%
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460
$266K 0.02%
3,304
-900
461
$266K 0.02%
2,916
-459
462
$262K 0.02%
6,147
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463
$262K 0.02%
3,251
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464
$259K 0.02%
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-212
465
$259K 0.02%
25,120
-3,019
466
$258K 0.02%
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467
$258K 0.02%
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468
$258K 0.02%
1,273
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3,070
-1,509
470
$257K 0.02%
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471
$256K 0.02%
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472
$255K 0.02%
3,132
-11,675
473
$255K 0.02%
+1,542
474
$254K 0.02%
4,370
-3,852
475
$254K 0.02%
+1,180
17 18
19
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