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
801
$13K ﹤0.01%
+281
802
$13K ﹤0.01%
+500
803
$13K ﹤0.01%
+560
804
$13K ﹤0.01%
+1,305
805
$12K ﹤0.01%
+1,100
806
$12K ﹤0.01%
+370
807
$12K ﹤0.01%
+1,248
808
$12K ﹤0.01%
+210
809
$12K ﹤0.01%
+457
810
$12K ﹤0.01%
+1,571
811
$12K ﹤0.01%
+199
812
$12K ﹤0.01%
+550
813
$12K ﹤0.01%
+150
814
$12K ﹤0.01%
+800
815
$12K ﹤0.01%
+909
816
$12K ﹤0.01%
+1,922
817
$12K ﹤0.01%
+384
818
$12K ﹤0.01%
+247
819
$12K ﹤0.01%
+417
820
$12K ﹤0.01%
+200
821
$12K ﹤0.01%
+1,184
822
$12K ﹤0.01%
+300
823
$12K ﹤0.01%
+1,076
824
$12K ﹤0.01%
+781
825
$12K ﹤0.01%
+530
31 32
33
34 35