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
$335M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,257
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.8M
3
+$16.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$15.3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.22%
2 Industrials 5.05%
3 Technology 3.64%
4 Healthcare 3.6%
5 Energy 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$3K ﹤0.01%
+69
1002
$3K ﹤0.01%
+40
1003
$3K ﹤0.01%
+47
1004
$3K ﹤0.01%
+175
1005
$3K ﹤0.01%
+81
1006
$3K ﹤0.01%
+100
1007
$3K ﹤0.01%
+44
1008
$3K ﹤0.01%
+125
1009
$3K ﹤0.01%
+250
1010
$3K ﹤0.01%
+75
1011
$3K ﹤0.01%
+5
1012
$3K ﹤0.01%
+97
1013
$3K ﹤0.01%
+94
1014
$3K ﹤0.01%
+136
1015
$3K ﹤0.01%
+74
1016
$3K ﹤0.01%
+26
1017
$3K ﹤0.01%
+95
1018
$3K ﹤0.01%
+100
1019
$3K ﹤0.01%
+104
1020
$3K ﹤0.01%
+83
1021
$3K ﹤0.01%
+56
1022
$3K ﹤0.01%
+6,400
1023
$3K ﹤0.01%
+176
1024
$3K ﹤0.01%
+92
1025
$3K ﹤0.01%
+150
39 40
41
42 43