AIA
Arcadia Investment Advisors Portfolio holdings
AUM
$206M
1-Year Est. Return
11.85%
1 Year Est. Return
+11.85%
AUM
$193M
AUM Growth
+$14.1M
(+7.9%)
Holding
85
Top Buys
| 1 | +$9.54M | |
| 2 | +$573K | |
| 3 | +$386K | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$346K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$289K |
Top Sells
| 1 | +$10.3M | |
| 2 | +$635K | |
| 3 | +$404K | |
| 4 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$322K |
| 5 |
SPDR MSCI ACWI ex-US ETF
CWI
|
+$223K |
Sector Composition
| 1 | Technology | 0.09% |
| 2 | Industrials | 0.04% |
| 3 | Consumer Discretionary | 0.04% |
| 4 | Energy | 0.01% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
The Greenbrier Companies
GBX
$1.33B
| $4.61K | ﹤0.01% |
100
|
|
||
77
Broadcom
AVGO
$1.65T
| $4.41K | ﹤0.01% |
+16
|
|
||
78
Nike
NKE
$90.3B
| $4.19K | ﹤0.01% |
59
|
|
||
79
Global X Uranium ETF
URA
$5.07B
| $3.88K | ﹤0.01% |
100
|
|
||
80
Kinder Morgan
KMI
$59.1B
| $2.97K | ﹤0.01% |
+101
|
|
||
81
Vanguard Mid-Cap Value ETF
VOE
$19B
| $1.81K | ﹤0.01% |
11
|
|
||
82
Grayscale Bitcoin Trust
GBTC
$41.5B
| $85 | ﹤0.01% |
1
|
|
||
83
Allogene Therapeutics
ALLO
$262M
| $23 | ﹤0.01% |
20
|
|
||
84
Central Pacific Financial
CPF
$787M
| – | – |
0
|
|
||
85
Ford
F
$52.6B
| – | – |
-800
|
|