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
951
$397K ﹤0.01%
9,559
952
$397K ﹤0.01%
7,495
+2,162
953
$396K ﹤0.01%
+7,995
954
$396K ﹤0.01%
2,560
+324
955
$395K ﹤0.01%
3,781
-2,852
956
$395K ﹤0.01%
1,249
-38
957
$395K ﹤0.01%
28,980
-5,403
958
$394K ﹤0.01%
10,967
-250
959
$393K ﹤0.01%
3,042
+592
960
$393K ﹤0.01%
9,253
+279
961
$391K ﹤0.01%
20,105
+192
962
$390K ﹤0.01%
1,576
-282
963
$390K ﹤0.01%
10,486
+289
964
$389K ﹤0.01%
3,873
+317
965
$389K ﹤0.01%
7,284
+1,602
966
$388K ﹤0.01%
393
-437
967
$386K ﹤0.01%
2,335
+211
968
$386K ﹤0.01%
1,960
+375
969
$384K ﹤0.01%
5,377
-529
970
$384K ﹤0.01%
2,965
+866
971
$383K ﹤0.01%
9,250
-174
972
$380K ﹤0.01%
9,672
+736
973
$380K ﹤0.01%
2,258
-153
974
$380K ﹤0.01%
70,545
-13,551
975
$379K ﹤0.01%
16,748
+1,052
37 38
39
40 41