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
501
$39K 0.01%
+235
502
$39K 0.01%
+650
503
$38K 0.01%
+696
504
$38K 0.01%
+801
505
$38K 0.01%
+10,699
506
$38K 0.01%
+1,292
507
$38K 0.01%
+155
508
$37K 0.01%
+252
509
$37K 0.01%
+1,207
510
$37K 0.01%
+4,000
511
$36K 0.01%
+2,071
512
$36K 0.01%
+1,385
513
$36K 0.01%
+227
514
$36K 0.01%
+244
515
$35K 0.01%
+496
516
$35K 0.01%
+1,744
517
$35K 0.01%
+1,233
518
$35K 0.01%
+1,004
519
$35K 0.01%
+21
520
$35K 0.01%
+840
521
$35K 0.01%
+900
522
$34K 0.01%
+420
523
$34K 0.01%
+243
524
$34K 0.01%
+1,925
525
$34K 0.01%
+1,854
19 20
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