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
$179M
AUM Growth
-$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$647K
2
+$363K
3
+$247K
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$236K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$236K

Top Sells

1
+$506K
2
+$329K
3
+$288K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$275K
5
VV icon
Vanguard Large-Cap ETF
VV
+$213K

Sector Composition

1 Technology 0.07%
2 Consumer Discretionary 0.05%
3 Industrials 0.04%
4 Energy 0.01%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.29K ﹤0.01%
100
77
$1.77K ﹤0.01%
11
78
$66 ﹤0.01%
1
79
$30 ﹤0.01%
20
80
– –
0
1 2 3
4