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
776
$14K ﹤0.01%
+313
777
$14K ﹤0.01%
+158
778
$14K ﹤0.01%
+278
779
$14K ﹤0.01%
+135
780
$14K ﹤0.01%
+600
781
$14K ﹤0.01%
+1,170
782
$14K ﹤0.01%
+502
783
$14K ﹤0.01%
+559
784
$14K ﹤0.01%
+342
785
$14K ﹤0.01%
+1,400
786
$14K ﹤0.01%
+424
787
$14K ﹤0.01%
+525
788
$14K ﹤0.01%
+250
789
$14K ﹤0.01%
+1,095
790
$13K ﹤0.01%
+106
791
$13K ﹤0.01%
+448
792
$13K ﹤0.01%
+600
793
$13K ﹤0.01%
+106
794
$13K ﹤0.01%
+250
795
$13K ﹤0.01%
+40
796
$13K ﹤0.01%
+1,535
797
$13K ﹤0.01%
+243
798
$13K ﹤0.01%
+750
799
$13K ﹤0.01%
+103
800
$13K ﹤0.01%
+432
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