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OIA

OneDigital Investment Advisors Portfolio holdings

AUM $10.2B
1-Year Est. Return 16.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.61%
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
+$16.7M
2
+$16.3M
3
+$16.1M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$15.2M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.22%
2 Industrials 5.06%
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
1101
– –
0
1102
$1K ﹤0.01%
+25
1103
$1K ﹤0.01%
+104
1104
$1K ﹤0.01%
+100
1105
$1K ﹤0.01%
+15
1106
$1K ﹤0.01%
+100
1107
$0 ﹤0.01%
+1
1108
$0 ﹤0.01%
+25
1109
$0 ﹤0.01%
+26
1110
– –
0
1111
– –
0
1112
$0 ﹤0.01%
+30
1113
– –
0
1114
$0 ﹤0.01%
+114
1115
$0 ﹤0.01%
+2
1116
$0 ﹤0.01%
+7
1117
$0 ﹤0.01%
+1
1118
$0 ﹤0.01%
+156
1119
– –
0
1120
$0 ﹤0.01%
+10
1121
$0 ﹤0.01%
+2
1122
– –
0
1123
$0 ﹤0.01%
+80
1124
$0 ﹤0.01%
+7
1125
$0 ﹤0.01%
+9
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