Portfolio (Quarterly)
Guide ↗
OneDigital Investment Advisors LLC
· CIK 0001690370| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CVNA | CARVANA CO | Consumer Cyclical | 920 | $388K | 0.00% | SOLD |
| 22 | WDAY | WORKDAY INC | Technology | 1,766 | $379K | 0.00% | SOLD |
| 23 | COPX | GLOBAL X FDS | — | 5,211 | $374K | 0.00% | SOLD |
| 24 | DX | DYNEX CAP INC | Real Estate | 26,160 | $367K | 0.00% | SOLD |
| 25 | MDB | MONGODB INC | Technology | 864 | $363K | 0.00% | SOLD |
| 26 | MNDY | MONDAY COM LTD | Technology | 2,451 | $362K | 0.00% | SOLD |
| 27 | — | TRUECAR INC | — | 158,167 | $357K | 0.00% | SOLD |
| 28 | EPAM | EPAM SYS INC | Technology | 1,694 | $347K | 0.00% | SOLD |
| 29 | GIL | GILDAN ACTIVEWEAR INC | Consumer Cyclical | 5,317 | $332K | 0.00% | SOLD |
| 30 | — | BLOCK INC | — | 4,943 | $322K | 0.00% | SOLD |
| 31 | — | CORPAY INC | — | 1,061 | $319K | 0.00% | SOLD |
| 32 | GPC | GENUINE PARTS CO | Consumer Cyclical | 2,596 | $319K | 0.00% | SOLD |
| 33 | TEAM | ATLASSIAN CORPORATION | Technology | 1,948 | $316K | 0.00% | SOLD |
| 34 | PDI | PIMCO DYNAMIC INCOME FD | Financial Services | 17,791 | $315K | 0.00% | SOLD |
| 35 | EA | ELECTRONIC ARTS INC | Communication Services | 1,541 | $315K | 0.00% | SOLD |
| 36 | GPIX | GOLDMAN SACHS ETF TR | — | 5,935 | $313K | 0.00% | SOLD |
| 37 | FOXA | FOX CORP | Communication Services | 4,248 | $310K | 0.00% | SOLD |
| 38 | LEU | CENTRUS ENERGY CORP | Energy | 1,276 | $310K | 0.00% | SOLD |
| 39 | VCLT | VANGUARD SCOTTSDALE FDS | — | 4,058 | $308K | 0.00% | SOLD |
| 40 | RSPN | INVESCO EXCHANGE TRADED FD T | — | 5,355 | $303K | 0.00% | SOLD |
Sector Allocation
Technology
27.8%
Financial Services
19.3%
Healthcare
10.2%
Industrials
9.9%
Consumer Cyclical
9.3%
Communication Services
7.0%
Consumer Defensive
6.1%
Energy
5.1%
Utilities
2.5%
Real Estate
1.5%