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
526
$34K 0.01%
+700
527
$34K 0.01%
+1,171
528
$34K 0.01%
+600
529
$34K 0.01%
+5,400
530
$34K 0.01%
+960
531
$33K 0.01%
+163
532
$33K 0.01%
+1,040
533
$33K 0.01%
+363
534
$33K 0.01%
+790
535
$33K 0.01%
+772
536
$33K 0.01%
+637
537
$33K 0.01%
+842
538
$33K 0.01%
+1,084
539
$33K 0.01%
+554
540
$32K 0.01%
+523
541
$32K 0.01%
+801
542
$32K 0.01%
+1,000
543
$32K 0.01%
+855
544
$32K 0.01%
+1,250
545
$32K 0.01%
+220
546
$32K 0.01%
+676
547
$32K 0.01%
+3,870
548
$31K 0.01%
+1,250
549
$31K 0.01%
+311
550
$31K 0.01%
+590
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