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OIA

OneDigital Investment Advisors Portfolio holdings

AUM $10.2B
1-Year Est. Return 16.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,433
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$4.09M
3
+$4.05M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.55M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.36M

Top Sells

1
+$6.02M
2
+$3.07M
3
+$2.45M
4
NVO
Novo Nordisk
NVO
+$2.28M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.28M

Sector Composition

1 Financials 6.11%
2 Industrials 4.3%
3 Technology 3.37%
4 Consumer Staples 3.3%
5 Energy 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$17K ﹤0.01%
80
802
$16K ﹤0.01%
216
803
$16K ﹤0.01%
+234
804
$16K ﹤0.01%
1,500
-1,000
805
$16K ﹤0.01%
130
806
$16K ﹤0.01%
405
-103
807
$16K ﹤0.01%
900
808
$16K ﹤0.01%
1,000
809
$16K ﹤0.01%
+300
810
$16K ﹤0.01%
401
-300
811
$16K ﹤0.01%
215
812
$16K ﹤0.01%
534
813
$15K ﹤0.01%
1,312
+62
814
$15K ﹤0.01%
755
815
$15K ﹤0.01%
103
816
$15K ﹤0.01%
422
+264
817
$15K ﹤0.01%
152
818
$15K ﹤0.01%
+493
819
$15K ﹤0.01%
66
820
$15K ﹤0.01%
236
+164
821
$15K ﹤0.01%
+292
822
$15K ﹤0.01%
306
823
$15K ﹤0.01%
605
-2,765
824
$15K ﹤0.01%
946
825
$15K ﹤0.01%
108
31 32
33
34 35