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
826
$548K 0.01%
7,338
-738
827
$548K 0.01%
+14,294
828
$547K 0.01%
23,206
+4,228
829
$546K 0.01%
2,245
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830
$542K 0.01%
5,755
+886
831
$542K 0.01%
3,918
+78
832
$540K 0.01%
15,455
+7,812
833
$539K 0.01%
4,588
-1,139
834
$537K 0.01%
4,083
+1,705
835
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3,215
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$530K 0.01%
11,894
-60,672
837
$529K 0.01%
17,667
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838
$526K 0.01%
2,479
+421
839
$525K 0.01%
13,928
-597
840
$525K 0.01%
8,152
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841
$524K 0.01%
23,626
-1,140
842
$523K 0.01%
21,790
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843
$520K 0.01%
24,159
-53,729
844
$519K 0.01%
432
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845
$517K 0.01%
47,566
-7,164
846
$516K 0.01%
8,601
-195
847
$511K 0.01%
10,881
+1,203
848
$508K 0.01%
2,536
+716
849
$505K 0.01%
47,085
-5,631
850
$504K 0.01%
1,684
+212
32 33
34
35 36