AIA
Arcadia Investment Advisors Portfolio holdings
AUM
$193M
This Quarter Return
+4.8%
1 Year Return
+10.86%
3 Year Return
+42.96%
5 Year Return
+66.22%
10 Year Return
–
AUM
$153M
AUM Growth
+$153M
(+4.9%)
Cap. Flow
+$526K
Cap. Flow
% of AUM
0.34%
Top 10 Holdings %
Top 10 Hldgs %
63.39%
Holding
98
New
11
Increased
9
Reduced
23
Closed
7
Top Buys
| 1 |
iShares Russell Top 200 ETF
IWL
|
$1.01M |
| 2 |
iShares S&P 100 ETF
OEF
|
$1M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$232K |
| 4 |
iShares Russell 2000 ETF
IWM
|
$207K |
| 5 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$120K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 0.08% |
| 2 | Technology | 0.06% |
| 3 | Industrials | 0.05% |
| 4 | Energy | 0.01% |
| 5 | Healthcare | 0.01% |
