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
$1.29B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,312
New
Increased
Reduced
Closed

Top Buys

1
+$49.6M
2
+$47.2M
3
+$34.8M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$34.2M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$33.4M

Top Sells

1
+$17.8M
2
+$10.7M
3
+$7.13M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.39M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.37M

Sector Composition

1 Technology 5.33%
2 Financials 3.37%
3 Healthcare 3.12%
4 Communication Services 2.92%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$75K 0.01%
2,576
-69
502
$75K 0.01%
1,291
+130
503
$74K 0.01%
962
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504
$74K 0.01%
630
505
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1,152
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506
$72K 0.01%
1,542
+600
507
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997
508
$71K 0.01%
7,530
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509
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510
$71K 0.01%
+2,300
511
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1,025
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512
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1,534
513
$70K 0.01%
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514
$69K 0.01%
1,382
515
$69K 0.01%
+1,270
516
$69K 0.01%
4,275
517
$67K 0.01%
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518
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519
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638
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2,269
521
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1,200
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522
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700
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523
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+450
524
$65K 0.01%
1,277
+103
525
$65K 0.01%
1,589
19 20
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