AIA
Arcadia Investment Advisors Portfolio holdings
AUM
$193M
1-Year Return
10.86%
This Quarter Return
+4.31%
1 Year Return
+10.86%
3 Year Return
+42.96%
5 Year Return
+66.22%
10 Year Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
81.22%
Holding
71
New
70
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$21.4M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$12.9M |
| 3 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$11.8M |
| 4 |
Schwab International Equity ETF
SCHF
|
$11M |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$10.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 0.91% |
| 2 | Technology | 0.43% |
| 3 | Consumer Discretionary | 0.2% |
| 4 | Healthcare | 0.16% |
| 5 | Communication Services | 0.13% |
