AIA
Arcadia Investment Advisors Portfolio holdings
AUM
$193M
This Quarter Return
+9.62%
1 Year Return
+10.86%
3 Year Return
+42.96%
5 Year Return
+66.22%
10 Year Return
–
AUM
$166M
AUM Growth
+$166M
(+9.8%)
Cap. Flow
+$484K
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
61.29%
Holding
85
New
8
Increased
13
Reduced
18
Closed
4
Top Buys
| 1 |
iShares S&P 100 ETF
OEF
|
$1.25M |
| 2 |
iShares Russell Top 200 ETF
IWL
|
$1.25M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$411K |
| 4 |
iShares Russell 2000 ETF
IWM
|
$395K |
| 5 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$343K |
Top Sells
Sector Composition
| 1 | Communication Services | 0.13% |
| 2 | Consumer Staples | 0.06% |
| 3 | Consumer Discretionary | 0.05% |
| 4 | Industrials | 0.05% |
| 5 | Energy | 0.02% |
