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
$151M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.89M
3
+$464K
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$319K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$198K

Top Sells

1
+$8.95M
2
+$285K
3
+$170K
4
UPGD icon
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
+$151K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$93.3K

Sector Composition

1 Consumer Discretionary 0.07%
2 Industrials 0.04%
3 Technology 0.03%
4 Energy 0.02%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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