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
$272M
AUM Growth
-$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,327
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$2.47M
3
+$2.45M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.27M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$968K

Top Sells

1
+$8.78M
2
+$8.24M
3
+$6.47M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.33M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$3.49M

Sector Composition

1 Technology 3.86%
2 Healthcare 3.76%
3 Communication Services 3.55%
4 Energy 3.34%
5 Consumer Discretionary 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$6K ﹤0.01%
+54
827
$6K ﹤0.01%
105
-1,926
828
$6K ﹤0.01%
112
829
$5K ﹤0.01%
182
-7,290
830
$5K ﹤0.01%
+1,000
831
$5K ﹤0.01%
404
-585
832
$5K ﹤0.01%
78
-2,779
833
$5K ﹤0.01%
+125
834
$5K ﹤0.01%
+75
835
$5K ﹤0.01%
16,400
+10,000
836
$5K ﹤0.01%
141
837
$5K ﹤0.01%
200
838
$5K ﹤0.01%
85
839
$5K ﹤0.01%
126
840
$5K ﹤0.01%
70
-65
841
$5K ﹤0.01%
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842
$5K ﹤0.01%
100
843
$5K ﹤0.01%
72
844
$5K ﹤0.01%
36
845
$5K ﹤0.01%
41
846
$5K ﹤0.01%
52
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847
$5K ﹤0.01%
13
848
$5K ﹤0.01%
203
849
$5K ﹤0.01%
78
850
$5K ﹤0.01%
2,897
32 33
34
35 36