AIA
Arcadia Investment Advisors Portfolio holdings
AUM
$193M
This Quarter Return
+5.26%
1 Year Return
+10.86%
3 Year Return
+42.96%
5 Year Return
+66.22%
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+1.5%)
Cap. Flow
-$5.18M
Cap. Flow
% of AUM
-3.56%
Top 10 Holdings %
Top 10 Hldgs %
64.12%
Holding
93
New
2
Increased
9
Reduced
28
Closed
6
Top Buys
| 1 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$95.1K |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$52.7K |
| 3 |
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
|
$51.8K |
| 4 |
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
|
$37.2K |
| 5 |
Apple
AAPL
|
$33K |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
$651K |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$619K |
| 3 |
iShares Russell 1000 ETF
IWB
|
$381K |
| 4 |
Vanguard Growth ETF
VUG
|
$356K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$328K |
Sector Composition
| 1 | Consumer Discretionary | 0.07% |
| 2 | Technology | 0.05% |
| 3 | Industrials | 0.04% |
| 4 | Energy | 0.02% |
| 5 | Healthcare | 0.01% |
