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
626
$19K ﹤0.01%
+146
627
$19K ﹤0.01%
1,365
-1,747
628
$19K ﹤0.01%
+939
629
$19K ﹤0.01%
264
630
$19K ﹤0.01%
479
-575
631
$19K ﹤0.01%
216
632
$19K ﹤0.01%
481
+1
633
$19K ﹤0.01%
480
634
$19K ﹤0.01%
800
635
$19K ﹤0.01%
313
-75
636
$19K ﹤0.01%
219
637
$19K ﹤0.01%
134
638
$18K ﹤0.01%
2,000
639
$18K ﹤0.01%
400
640
$18K ﹤0.01%
173
641
$18K ﹤0.01%
3,299
642
$18K ﹤0.01%
405
643
$18K ﹤0.01%
173
+26
644
$18K ﹤0.01%
610
+460
645
$18K ﹤0.01%
755
646
$18K ﹤0.01%
650
647
$17K ﹤0.01%
223
648
$17K ﹤0.01%
274
-269
649
$17K ﹤0.01%
1,350
650
$17K ﹤0.01%
285
24 25
26
27 28