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
$8.44B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$41.6M
3
+$39.2M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$32.3M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$24.1M

Top Sells

1
+$57.8M
2
+$48.5M
3
+$34.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.5M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$21.4M

Sector Composition

1 Technology 5.6%
2 Financials 2.82%
3 Healthcare 2.55%
4 Consumer Discretionary 2.04%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$805K 0.01%
4,653
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$804K 0.01%
18,156
+76
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$804K 0.01%
34,035
679
$803K 0.01%
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682
$801K 0.01%
2,293
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683
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$794K 0.01%
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685
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9,887
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686
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687
$785K 0.01%
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688
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689
$779K 0.01%
2,937
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$777K 0.01%
17,096
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$777K 0.01%
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4,287
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8,422
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$767K 0.01%
25,218
+6,416
698
$763K 0.01%
12,291
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699
$762K 0.01%
26,700
-21,714
700
$762K 0.01%
23,554
+1,063
26 27
28
29 30