Portfolio (Quarterly)
Guide ↗
OneDigital Investment Advisors LLC
· CIK 0001690370| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | BIDU | BAIDU INC | Communication Services | 1,611 | $210K | 0.00% | SOLD |
| 122 | — | LIBERTY MEDIA CORP DEL | — | 2,130 | $210K | 0.00% | SOLD |
| 123 | — | MCCORMICK & CO INC | — | 3,082 | $210K | 0.00% | SOLD |
| 124 | HLI | HOULIHAN LOKEY INC | Financial Services | 1,200 | $209K | 0.00% | SOLD |
| 125 | CRK | COMSTOCK RES INC | Energy | 8,973 | $208K | 0.00% | SOLD |
| 126 | WCC | WESCO INTL INC | Industrials | 844 | $206K | 0.00% | SOLD |
| 127 | RGLD | ROYAL GOLD INC | Basic Materials | 928 | $206K | 0.00% | SOLD |
| 128 | HUBS | HUBSPOT INC | Technology | 512 | $205K | 0.00% | SOLD |
| 129 | LFUS | LITTELFUSE INC | Technology | 811 | $205K | 0.00% | SOLD |
| 130 | EMQQ | EXCHANGE TRADED CONCEPTS TRU | — | 5,073 | $205K | 0.00% | SOLD |
| 131 | SOLZ | VOLATILITY SHS TR | — | 16,045 | $204K | 0.00% | SOLD |
| 132 | CR | CRANE COMPANY | Industrials | 1,099 | $203K | 0.00% | SOLD |
| 133 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 510 | $203K | 0.00% | SOLD |
| 134 | AVB | AVALONBAY CMNTYS INC | Real Estate | 1,114 | $202K | 0.00% | SOLD |
| 135 | FLRN | SPDR SERIES TRUST | — | 6,558 | $202K | 0.00% | SOLD |
| 136 | SAIL | SAILPOINT INC | Technology | 9,960 | $201K | 0.00% | SOLD |
| 137 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 939 | $201K | 0.00% | SOLD |
| 138 | — | HOLOGIC INC | — | 2,692 | $201K | 0.00% | SOLD |
| 139 | FTDR | FRONTDOOR INC | Consumer Cyclical | 3,475 | $200K | 0.00% | SOLD |
| 140 | NMRK | NEWMARK GROUP INC | Real Estate | 11,138 | $193K | 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%