AIA
Arcadia Investment Advisors Portfolio holdings
AUM
$193M
This Quarter Return
+6.92%
1 Year Return
+10.86%
3 Year Return
+42.96%
5 Year Return
+66.22%
10 Year Return
–
AUM
$157M
AUM Growth
+$157M
(+6.3%)
Cap. Flow
-$875K
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
64.98%
Holding
111
New
32
Increased
17
Reduced
22
Closed
1
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$1.43M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$707K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$604K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$573K |
| 5 |
Vanguard Growth ETF
VUG
|
$437K |
Sector Composition
| 1 | Healthcare | 0.1% |
| 2 | Industrials | 0.06% |
| 3 | Technology | 0.03% |
| 4 | Financials | 0.03% |
| 5 | Communication Services | 0.03% |
