AIA
Arcadia Investment Advisors Portfolio holdings
AUM
$193M
This Quarter Return
-0.76%
1 Year Return
+10.86%
3 Year Return
+42.96%
5 Year Return
+66.22%
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
(-0.26%)
Cap. Flow
+$618K
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
82.53%
Holding
73
New
2
Increased
11
Reduced
19
Closed
10
Top Buys
Top Sells
| 1 |
CDK
CDK Global, Inc.
CDK
|
$760K |
| 2 |
Vanguard Large-Cap ETF
VV
|
$423K |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$339K |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$287K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$257K |
Sector Composition
| 1 | Technology | 0.33% |
| 2 | Industrials | 0.28% |
| 3 | Healthcare | 0.14% |
| 4 | Communication Services | 0.12% |
| 5 | Consumer Discretionary | 0.12% |
