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
476
$222K 0.02%
+3,000
477
$222K 0.02%
3,442
-494
478
$221K 0.02%
11,203
-115
479
$220K 0.02%
+9,344
480
$220K 0.02%
5,136
481
$219K 0.02%
2,685
-1,745
482
$218K 0.02%
1,899
-3,141
483
$218K 0.02%
4,641
-34
484
$215K 0.02%
+4,202
485
$215K 0.02%
+8,485
486
$214K 0.02%
4,482
+27
487
$214K 0.02%
6,291
488
$214K 0.02%
5,314
-660
489
$213K 0.02%
+7,426
490
$213K 0.02%
2,812
-400
491
$213K 0.02%
1,575
+106
492
$212K 0.02%
3,335
493
$212K 0.02%
2,173
-219
494
$211K 0.02%
3,380
-100
495
$210K 0.02%
2,944
-68
496
$210K 0.02%
+5,078
497
$209K 0.02%
4,145
-2,835
498
$209K 0.02%
1,886
-222
499
$209K 0.02%
15,782
+1,672
500
$209K 0.02%
7,989
-7,886
18 19
20
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