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
$175M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$888K
2
+$543K
3
+$192K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$178K
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$18K

Top Sells

1
+$741K
2
+$468K
3
+$376K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$329K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$243K

Sector Composition

1 Communication Services 0.08%
2 Industrials 0.05%
3 Consumer Discretionary 0.04%
4 Energy 0.01%
5 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$64 ﹤0.01%
+1
77
– –
0
78
– –
-1,800
79
– –
-603
80
– –
-406
81
– –
-18
82
– –
-2,494
83
– –
-190
1 2 3
4