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
$166M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.25M
3
+$411K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$395K
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$343K

Top Sells

1
+$1.88M
2
+$1.24M
3
+$591K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$240K
5
VV icon
Vanguard Large-Cap ETF
VV
+$121K

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.34K ﹤0.01%
21
77
$3.29K ﹤0.01%
27
78
$2.77K ﹤0.01%
100
79
$2.56K ﹤0.01%
11
80
$1.6K ﹤0.01%
11
81
– –
0
82
– –
-200
83
– –
-300
84
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-245
85
– –
-48,927
1 2 3
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