AIA

Arcadia Investment Advisors Portfolio holdings

AUM $215M
1-Year Est. Return 14.26%
This Quarter Est. Return
1 Year Est. Return
+14.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$9.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$7.9M
2 +$6.24M
3 +$4.08M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.66M
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$1.64M

Sector Composition

1 Technology 0.09%
2 Consumer Discretionary 0.04%
3 Industrials 0.04%
4 Energy 0.02%
5 Materials 0%