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
526
$28K 0.01%
896
527
$28K 0.01%
420
528
$28K 0.01%
+2,510
529
$27K 0.01%
1,500
530
$27K 0.01%
1,186
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531
$27K 0.01%
283
+53
532
$27K 0.01%
700
-150
533
$26K 0.01%
+350
534
$26K 0.01%
1,006
535
$26K 0.01%
420
536
$26K 0.01%
1,112
537
$26K 0.01%
483
538
$26K 0.01%
500
539
$26K 0.01%
410
540
$26K 0.01%
370
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541
$26K 0.01%
341
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542
$26K 0.01%
529
+1
543
$26K 0.01%
362
544
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229
545
$26K 0.01%
290
546
$25K 0.01%
505
547
$25K 0.01%
540
548
$25K 0.01%
400
549
$25K 0.01%
929
-1
550
$25K 0.01%
1,250
20 21
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