AIA
Arcadia Investment Advisors Portfolio holdings
AUM
$193M
This Quarter Return
+7.67%
1 Year Return
+10.86%
3 Year Return
+42.96%
5 Year Return
+66.22%
10 Year Return
–
AUM
$143M
AUM Growth
+$11M
(+8.3%)
Cap. Flow
+$1.19M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
63.7%
Holding
95
New
4
Increased
15
Reduced
19
Closed
4
Top Buys
Top Sells
| 1 |
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
|
$805K |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$752K |
| 3 |
Vanguard Large-Cap ETF
VV
|
$371K |
| 4 |
Vanguard Growth ETF
VUG
|
$196K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$187K |
Sector Composition
| 1 | Consumer Discretionary | 0.05% |
| 2 | Industrials | 0.04% |
| 3 | Technology | 0.03% |
| 4 | Energy | 0.02% |
| 5 | Healthcare | 0.02% |
