OIA
OneDigital Investment Advisors Portfolio holdings
AUM
$9.01B
1-Year Return
12.67%
This Quarter Return
+3.87%
1 Year Return
+12.67%
3 Year Return
+47.24%
5 Year Return
+72.07%
10 Year Return
–
AUM
$875M
AUM Growth
+$603M
(+221%)
Cap. Flow
+$143M
Cap. Flow
% of AUM
16.33%
Top 10 Holdings %
Top 10 Hldgs %
68.15%
Holding
1,327
New
207
Increased
430
Reduced
129
Closed
58
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$9.52M |
| 2 |
Valmont Industries
VMI
|
+$9.11M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$8.95M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$6.38M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$4.81M |
Top Sells
Sector Composition
| 1 | Real Estate | 50.74% |
| 2 | Financials | 2.77% |
| 3 | Industrials | 2.37% |
| 4 | Consumer Staples | 1.76% |
| 5 | Energy | 1.7% |
