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
$148M
AUM Growth
+$995K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$430K
2
+$420K
3
+$348K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$325K
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$323K

Top Sells

1
+$646K
2
+$201K
3
+$135K
4
VUG icon
Vanguard Growth ETF
VUG
+$124K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$110K

Sector Composition

1 Technology 0.28%
2 Industrials 0.22%
3 Healthcare 0.12%
4 Communication Services 0.1%
5 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,842
1 2 3
4