AIA

Arcadia Investment Advisors Portfolio holdings

AUM $206M
1-Year Est. Return 11.85%
This Quarter Est. Return
1 Year Est. Return
+11.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$586K
2
+$556K
3
+$484K
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$452K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$392K

Top Sells

1
+$805K
2
+$752K
3
+$371K
4
VUG icon
Vanguard Growth ETF
VUG
+$196K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$187K

Sector Composition

1 Consumer Discretionary 0.05%
2 Industrials 0.04%
3 Technology 0.03%
4 Energy 0.02%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$66.4K 0.05%
1,952
+1,044
52
$46.9K 0.03%
1,930
53
$42.4K 0.03%
111
54
$30.6K 0.02%
116
55
$25.6K 0.02%
500
56
$25.4K 0.02%
184
-31
57
$24.5K 0.02%
397
58
$22.1K 0.02%
200
59
$21.5K 0.02%
800
60
$21K 0.01%
72
61
$18.1K 0.01%
752
62
$14.4K 0.01%
103
63
$11.1K 0.01%
250
64
$9.68K 0.01%
79
65
$9.3K 0.01%
800
66
$8.26K 0.01%
400
67
$5.75K ﹤0.01%
204
68
$5.2K ﹤0.01%
100
69
$4.83K ﹤0.01%
57
70
$4.79K ﹤0.01%
300
71
$4.69K ﹤0.01%
134
72
$4.57K ﹤0.01%
20
73
$3.82K ﹤0.01%
27
74
$3.59K ﹤0.01%
21
75
$3.35K ﹤0.01%
100
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3
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