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
201
$183K 0.05%
+8,095
202
$182K 0.05%
+5,485
203
$180K 0.05%
+6,139
204
$178K 0.05%
+1,477
205
$177K 0.05%
+14,580
206
$175K 0.05%
+2,936
207
$175K 0.05%
+1,625
208
$170K 0.05%
+3,391
209
$169K 0.05%
+2,840
210
$168K 0.05%
+2,272
211
$167K 0.05%
+2,250
212
$166K 0.05%
+1,549
213
$165K 0.05%
+2,899
214
$164K 0.05%
+2,857
215
$163K 0.05%
+1,832
216
$163K 0.05%
+2,110
217
$161K 0.05%
+1,144
218
$159K 0.05%
+1,967
219
$159K 0.05%
+3,160
220
$157K 0.05%
+1,159
221
$157K 0.05%
+3,423
222
$156K 0.05%
+2,429
223
$155K 0.05%
+5,160
224
$154K 0.05%
+2,352
225
$152K 0.05%
+3,200
7 8
9
10 11