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
1026
$3K ﹤0.01%
+156
1027
$3K ﹤0.01%
+110
1028
$3K ﹤0.01%
+40
1029
$3K ﹤0.01%
+31
1030
$3K ﹤0.01%
+77
1031
$3K ﹤0.01%
+97
1032
$3K ﹤0.01%
+200
1033
$3K ﹤0.01%
+51
1034
$3K ﹤0.01%
+200
1035
$3K ﹤0.01%
+172
1036
$2K ﹤0.01%
+140
1037
$2K ﹤0.01%
+15
1038
$2K ﹤0.01%
+10
1039
$2K ﹤0.01%
+75
1040
$2K ﹤0.01%
+379
1041
$2K ﹤0.01%
+110
1042
$2K ﹤0.01%
+150
1043
$2K ﹤0.01%
+250
1044
$2K ﹤0.01%
+500
1045
$2K ﹤0.01%
+172
1046
$2K ﹤0.01%
+100
1047
$2K ﹤0.01%
+400
1048
$2K ﹤0.01%
+1,195
1049
$2K ﹤0.01%
+40
1050
$2K ﹤0.01%
+30
40 41
42
43 44