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
$427M
AUM Growth
-$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,410
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.8M
3
+$1.33M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.18M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$799K

Top Sells

1
+$24.4M
2
+$9.7M
3
+$4.81M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.56M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.51M

Sector Composition

1 Financials 6.11%
2 Industrials 4.45%
3 Technology 3.78%
4 Energy 3.77%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$6K ﹤0.01%
100
-560
827
$6K ﹤0.01%
258
828
$6K ﹤0.01%
300
829
$6K ﹤0.01%
174
830
$6K ﹤0.01%
114
831
$6K ﹤0.01%
395
832
$6K ﹤0.01%
65
833
$6K ﹤0.01%
279
834
$5K ﹤0.01%
30
835
$5K ﹤0.01%
100
836
$5K ﹤0.01%
686
837
$5K ﹤0.01%
2,382
838
$5K ﹤0.01%
106
839
$5K ﹤0.01%
200
840
$5K ﹤0.01%
169
841
$5K ﹤0.01%
132
842
$5K ﹤0.01%
+590
843
$5K ﹤0.01%
72
844
$5K ﹤0.01%
64
845
$5K ﹤0.01%
36
846
$5K ﹤0.01%
175
847
$5K ﹤0.01%
145
848
$5K ﹤0.01%
113
849
$4K ﹤0.01%
2,897
850
$4K ﹤0.01%
200
-200
32 33
34
35 36