OIA
OneDigital Investment Advisors Portfolio holdings
AUM
$9.01B
This Quarter Return
+1.8%
1 Year Return
+12.67%
3 Year Return
+47.24%
5 Year Return
+72.07%
10 Year Return
–
AUM
$335M
AUM Growth
–
Cap. Flow
+$335M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.93%
Holding
1,257
New
1,256
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$16.9M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$16.8M |
| 3 |
IQ ARB Merger Arbitrage ETF
MNA
|
$16.3M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$15.3M |
| 5 |
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% |
