Portfolio (Quarterly)
Guide ↗
OneDigital Investment Advisors LLC
· CIK 0001690370| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 2,081 | $301K | 0.00% | SOLD |
| 42 | STLD | STEEL DYNAMICS INC | Basic Materials | 1,776 | $301K | 0.00% | SOLD |
| 43 | UPST | UPSTART HLDGS INC | Financial Services | 6,767 | $296K | 0.00% | SOLD |
| 44 | TRMB | TRIMBLE INC | Technology | 3,756 | $294K | 0.00% | SOLD |
| 45 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | Industrials | 3,857 | $293K | 0.00% | SOLD |
| 46 | JEF | JEFFERIES FINL GROUP INC | Financial Services | 4,723 | $293K | 0.00% | SOLD |
| 47 | AZO | AUTOZONE INC | Consumer Cyclical | 85 | $288K | 0.00% | SOLD |
| 48 | AMRN | AMARIN CORP PLC | Healthcare | 20,326 | $284K | 0.00% | SOLD |
| 49 | TTEK | TETRA TECH INC NEW | Industrials | 8,370 | $281K | 0.00% | SOLD |
| 50 | AVNT | AVIENT CORPORATION | Basic Materials | 8,972 | $280K | 0.00% | SOLD |
| 51 | BFAM | BRIGHT HORIZONS FAM SOL IN D | Consumer Cyclical | 2,749 | $279K | 0.00% | SOLD |
| 52 | EXEL | EXELIXIS INC | Healthcare | 6,298 | $276K | 0.00% | SOLD |
| 53 | EZU | ISHARES INC | — | 4,287 | $275K | 0.00% | SOLD |
| 54 | WING | WINGSTOP INC | Consumer Cyclical | 1,149 | $274K | 0.00% | SOLD |
| 55 | FROG | JFROG LTD | Technology | 4,385 | $274K | 0.00% | SOLD |
| 56 | KNSL | KINSALE CAP GROUP INC | Financial Services | 696 | $272K | 0.00% | SOLD |
| 57 | CPRT | COPART INC | Industrials | 6,926 | $271K | 0.00% | SOLD |
| 58 | KEY | KEYCORP | Financial Services | 12,997 | $268K | 0.00% | SOLD |
| 59 | UNM | UNUM GROUP | Financial Services | 3,410 | $264K | 0.00% | SOLD |
| 60 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 189 | $264K | 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%