OIA
OneDigital Investment Advisors Portfolio holdings
AUM
$9.01B
1-Year Return
12.67%
This Quarter Return
+3.12%
1 Year Return
+12.67%
3 Year Return
+47.24%
5 Year Return
+72.07%
10 Year Return
–
AUM
$1.29B
AUM Growth
+$607M
(+89%)
Cap. Flow
+$593M
Cap. Flow
% of AUM
45.9%
Top 10 Holdings %
Top 10 Hldgs %
44%
Holding
1,312
New
159
Increased
452
Reduced
164
Closed
98
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$49.6M |
| 2 |
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
|
+$47.2M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$34.8M |
| 4 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$34.2M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$33.4M |
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$17.8M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$10.7M |
| 3 |
Valmont Industries
VMI
|
+$7.13M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$4.39M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$4.37M |
Sector Composition
| 1 | Technology | 5.33% |
| 2 | Financials | 3.37% |
| 3 | Healthcare | 3.12% |
| 4 | Communication Services | 2.92% |
| 5 | Consumer Discretionary | 2.34% |
