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
$272M
AUM Growth
-$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,327
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$2.47M
3
+$2.45M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.27M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$968K

Top Sells

1
+$8.78M
2
+$8.24M
3
+$6.47M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.33M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$3.49M

Sector Composition

1 Technology 3.86%
2 Healthcare 3.76%
3 Communication Services 3.55%
4 Energy 3.34%
5 Consumer Discretionary 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$31K 0.01%
439
477
$31K 0.01%
879
478
$31K 0.01%
664
+200
479
$30K 0.01%
1,800
-10,243
480
$30K 0.01%
1,851
+100
481
$30K 0.01%
1,035
+3
482
$30K 0.01%
230
-5,036
483
$30K 0.01%
432
484
$30K 0.01%
5,000
485
$29K 0.01%
437
486
$29K 0.01%
163
487
$29K 0.01%
920
488
$29K 0.01%
395
489
$29K 0.01%
670
490
$29K 0.01%
360
491
$29K 0.01%
485
492
$29K 0.01%
338
-9
493
$29K 0.01%
3,680
-190
494
$29K 0.01%
657
495
$28K 0.01%
603
496
$28K 0.01%
525
497
$28K 0.01%
635
498
$28K 0.01%
+1,306
499
$28K 0.01%
701
500
$28K 0.01%
500
18 19
20
21 22