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
176
$224K 0.07%
+4,258
177
$223K 0.07%
+6,662
178
$216K 0.06%
+3,059
179
$212K 0.06%
+8,290
180
$209K 0.06%
+2,288
181
$206K 0.06%
+9,400
182
$206K 0.06%
+7,472
183
$205K 0.06%
+2,372
184
$205K 0.06%
+6,000
185
$203K 0.06%
+6,039
186
$202K 0.06%
+23,000
187
$200K 0.06%
+1,229
188
$200K 0.06%
+6,500
189
$198K 0.06%
+5,324
190
$198K 0.06%
+1,023
191
$198K 0.06%
+2,674
192
$197K 0.06%
+12,043
193
$197K 0.06%
+1,421
194
$194K 0.06%
+1,085
195
$193K 0.06%
+11,201
196
$192K 0.06%
+6,877
197
$190K 0.06%
+1,773
198
$187K 0.06%
+996
199
$187K 0.06%
+4,412
200
$186K 0.06%
+12,433
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8
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