AIA
Arcadia Investment Advisors Portfolio holdings
AUM
$193M
This Quarter Return
+5.07%
1 Year Return
+10.86%
3 Year Return
+42.96%
5 Year Return
+66.22%
10 Year Return
–
AUM
$182M
AUM Growth
+$6.73M
(+3.8%)
Cap. Flow
-$1.56M
Cap. Flow
% of AUM
-0.86%
Top 10 Holdings %
Top 10 Hldgs %
66.97%
Holding
115
New
1
Increased
11
Reduced
28
Closed
11
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$1.81M |
| 2 |
Schwab International Equity ETF
SCHF
|
$1.69M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.1M |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$586K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$541K |
Sector Composition
| 1 | Communication Services | 0.04% |
| 2 | Industrials | 0.04% |
| 3 | Consumer Discretionary | 0.03% |
| 4 | Healthcare | 0.03% |
| 5 | Technology | 0.03% |
