OIA
OneDigital Investment Advisors Portfolio holdings
AUM
$9.01B
1-Year Return
12.67%
This Quarter Return
+5.56%
1 Year Return
+12.67%
3 Year Return
+47.24%
5 Year Return
+72.07%
10 Year Return
–
AUM
$2.42B
AUM Growth
+$290M
(+14%)
Cap. Flow
+$176M
Cap. Flow
% of AUM
7.25%
Top 10 Holdings %
Top 10 Hldgs %
39.46%
Holding
767
New
103
Increased
339
Reduced
222
Closed
48
Top Buys
Top Sells
| 1 |
Roblox
RBLX
|
$7.15M |
| 2 |
Qualcomm
QCOM
|
$4.69M |
| 3 |
Tesla
TSLA
|
$2.8M |
| 4 |
NVIDIA
NVDA
|
$2.69M |
| 5 |
Invesco Leisure and Entertainment ETF
PEJ
|
$2.51M |
Sector Composition
| 1 | Technology | 5.23% |
| 2 | Financials | 3.53% |
| 3 | Healthcare | 3.18% |
| 4 | Communication Services | 2.82% |
| 5 | Consumer Discretionary | 2.05% |
