AIA
Arcadia Investment Advisors Portfolio holdings
AUM
$193M
This Quarter Return
+5.78%
1 Year Return
+10.86%
3 Year Return
+42.96%
5 Year Return
+66.22%
10 Year Return
–
AUM
$187M
AUM Growth
+$187M
(+2.9%)
Cap. Flow
-$5.77M
Cap. Flow
% of AUM
-3.08%
Top 10 Holdings %
Top 10 Hldgs %
64.86%
Holding
248
New
144
Increased
20
Reduced
21
Closed
1
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$6.95M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$5.27M |
| 3 |
Schwab International Equity ETF
SCHF
|
$4.98M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$4.36M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$912K |
Sector Composition
| 1 | Communication Services | 0.05% |
| 2 | Technology | 0.05% |
| 3 | Consumer Discretionary | 0.04% |
| 4 | Industrials | 0.04% |
| 5 | Healthcare | 0.04% |
