AIA

Arcadia Investment Advisors Portfolio holdings

AUM $212M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
-$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Sells

1 +$1.82M
2 +$624K
3 +$404K
4
VV icon
Vanguard Large-Cap ETF
VV
+$398K
5
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$394K

Sector Composition

1 Technology 0.09%
2 Industrials 0.05%
3 Consumer Discretionary 0.04%
4 Energy 0.02%
5 Materials 0%