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
$132M
AUM Growth
-$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$757K
2
+$579K
3
+$458K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$440K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$351K

Top Sells

1
+$210K
2
+$139K
3
+$124K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$91.7K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$90.4K

Sector Composition

1 Consumer Discretionary 0.06%
2 Industrials 0.03%
3 Technology 0.03%
4 Healthcare 0.02%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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