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
801
$590K 0.01%
2,926
+461
802
$589K 0.01%
4,273
+512
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$588K 0.01%
2,919
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3,424
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806
$581K 0.01%
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807
$578K 0.01%
57,732
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808
$576K 0.01%
13,101
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809
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810
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$569K 0.01%
7,653
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813
$568K 0.01%
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814
$566K 0.01%
13,028
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815
$563K 0.01%
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-6,681
816
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6,999
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817
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14,794
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818
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18,262
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819
$556K 0.01%
28,591
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$554K 0.01%
13,261
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821
$552K 0.01%
8,482
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$551K 0.01%
3,738
-283
823
$551K 0.01%
12,231
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$550K 0.01%
2,795
+430
825
$550K 0.01%
13,530
+199
31 32
33
34 35