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
126
$407K 0.12%
+14,946
127
$399K 0.12%
+21,195
128
$398K 0.12%
+3,139
129
$393K 0.12%
+3,878
130
$389K 0.12%
+4,265
131
$389K 0.12%
+15,662
132
$387K 0.12%
+5,045
133
$386K 0.12%
+3,024
134
$381K 0.11%
+5,305
135
$381K 0.11%
+39,552
136
$381K 0.11%
+7,336
137
$380K 0.11%
+8,360
138
$380K 0.11%
+6,821
139
$377K 0.11%
+9,102
140
$376K 0.11%
+3,428
141
$376K 0.11%
+15,879
142
$375K 0.11%
+11,972
143
$368K 0.11%
+4,789
144
$365K 0.11%
+3,892
145
$361K 0.11%
+4,610
146
$326K 0.1%
+1,173
147
$322K 0.1%
+1,013
148
$319K 0.1%
+20,084
149
$317K 0.09%
+5,183
150
$315K 0.09%
+13,351
4 5
6
7 8