AIA
Arcadia Investment Advisors Portfolio holdings
AUM
$193M
This Quarter Return
-5.51%
1 Year Return
+10.86%
3 Year Return
+42.96%
5 Year Return
+66.22%
10 Year Return
–
AUM
$132M
AUM Growth
-$3.87M
(-2.8%)
Cap. Flow
+$3.76M
Cap. Flow
% of AUM
2.84%
Top 10 Holdings %
Top 10 Hldgs %
62.9%
Holding
115
New
1
Increased
24
Reduced
15
Closed
24
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$210K |
| 2 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
$139K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$124K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$91.7K |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$90.4K |
Sector Composition
| 1 | Consumer Discretionary | 0.06% |
| 2 | Industrials | 0.03% |
| 3 | Technology | 0.03% |
| 4 | Healthcare | 0.02% |
| 5 | Energy | 0.02% |
