AIA
Arcadia Investment Advisors Portfolio holdings
AUM
$193M
This Quarter Return
+11.62%
1 Year Return
+10.86%
3 Year Return
+42.96%
5 Year Return
+66.22%
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(+17%)
Cap. Flow
+$5.62M
Cap. Flow
% of AUM
4.23%
Top 10 Holdings %
Top 10 Hldgs %
70.43%
Holding
72
New
4
Increased
11
Reduced
25
Closed
5
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$3.76M |
| 2 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$2.2M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.45M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$758K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$675K |
Sector Composition
| 1 | Technology | 0.27% |
| 2 | Industrials | 0.26% |
| 3 | Healthcare | 0.13% |
| 4 | Communication Services | 0.1% |
| 5 | Consumer Discretionary | 0.09% |
