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
601
$26K 0.01%
+410
602
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+500
603
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+2,586
604
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+256
605
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+1,098
606
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607
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608
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+630
609
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+141
610
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+604
611
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612
$26K 0.01%
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613
$25K 0.01%
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614
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615
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616
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617
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618
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619
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620
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621
$25K 0.01%
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622
$24K 0.01%
+610
623
$24K 0.01%
+540
624
$24K 0.01%
+777
625
$24K 0.01%
+265
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