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
$427M
AUM Growth
-$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,410
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.8M
3
+$1.33M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.18M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$799K

Top Sells

1
+$24.4M
2
+$9.7M
3
+$4.81M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.56M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.51M

Sector Composition

1 Financials 6.11%
2 Industrials 4.45%
3 Technology 3.78%
4 Energy 3.77%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$33K 0.01%
1,165
+595
477
$32K 0.01%
579
+515
478
$32K 0.01%
670
479
$32K 0.01%
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480
$32K 0.01%
411
481
$32K 0.01%
485
482
$32K 0.01%
89
483
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195
484
$32K 0.01%
1,500
485
$31K 0.01%
313
+1
486
$31K 0.01%
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487
$31K 0.01%
2,300
488
$31K 0.01%
360
489
$31K 0.01%
1,000
490
$31K 0.01%
+390
491
$31K 0.01%
885
492
$31K 0.01%
1,220
+730
493
$30K 0.01%
571
-12
494
$30K 0.01%
203
495
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496
$30K 0.01%
1,550
-1,877
497
$30K 0.01%
992
-1,314
498
$30K 0.01%
496
+274
499
$30K 0.01%
330
-186
500
$30K 0.01%
449
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