Portfolio (Quarterly)
Guide ↗
OneDigital Investment Advisors LLC
· CIK 0001690370| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | TOL | TOLL BROTHERS INC | Consumer Cyclical | 1,647 | $223K | 0.00% | SOLD |
| 102 | — | CADENCE BANK | — | 5,141 | $220K | 0.00% | SOLD |
| 103 | HRB | BLOCK H & R INC | Consumer Cyclical | 5,052 | $220K | 0.00% | SOLD |
| 104 | RS | RELIANCE INC | Basic Materials | 759 | $219K | 0.00% | SOLD |
| 105 | PEGA | PEGASYSTEMS INC | Technology | 3,669 | $219K | 0.00% | SOLD |
| 106 | SSNC | SS&C TECHNOLOGIES HLDGS INC | Technology | 2,505 | $219K | 0.00% | SOLD |
| 107 | FICO | FAIR ISAAC CORP | Technology | 129 | $218K | 0.00% | SOLD |
| 108 | ILMN | ILLUMINA INC | Healthcare | 1,656 | $217K | 0.00% | SOLD |
| 109 | — | ARMOUR RESIDENTIAL REIT INC | — | 12,256 | $217K | 0.00% | SOLD |
| 110 | IYG | ISHARES TR | — | 2,346 | $216K | 0.00% | SOLD |
| 111 | SITE | SITEONE LANDSCAPE SUPPLY INC | Industrials | 1,729 | $215K | 0.00% | SOLD |
| 112 | SMIN | ISHARES TR | — | 3,078 | $215K | 0.00% | SOLD |
| 113 | EHC | ENCOMPASS HEALTH CORP | Healthcare | 2,020 | $214K | 0.00% | SOLD |
| 114 | PDD | PDD HOLDINGS INC | Consumer Cyclical | 1,889 | $214K | 0.00% | SOLD |
| 115 | THC | TENET HEALTHCARE CORP | Healthcare | 1,077 | $214K | 0.00% | SOLD |
| 116 | ARM | ARM HOLDINGS PLC | Technology | 1,955 | $214K | 0.00% | SOLD |
| 117 | EQH | EQUITABLE HLDGS INC | Financial Services | 4,459 | $212K | 0.00% | SOLD |
| 118 | IPO | RENAISSANCE CAP GREENWICH FD | — | 4,634 | $212K | 0.00% | SOLD |
| 119 | FFIV | F5 INC | Technology | 828 | $211K | 0.00% | SOLD |
| 120 | NEU | NEWMARKET CORP | Basic Materials | 307 | $211K | 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%