AIM

Arcadia Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 22.79%
This Quarter Est. Return
1 Year Est. Return
+22.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
-$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.05M
3
+$1.63M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.58M
5
AVGO icon
Broadcom
AVGO
+$1.51M

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.3M
4
KNGT
KNIGHT TRANSPORTATION INC
KNGT
+$1.04M
5
CBRE icon
CBRE Group
CBRE
+$1.01M

Sector Composition

1 Technology 19.69%
2 Healthcare 14.37%
3 Industrials 12.71%
4 Consumer Discretionary 12.45%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46K 0.01%
500
-500
227
$45K 0.01%
1,245
228
$45K 0.01%
717
229
$45K 0.01%
730
+600
230
$44K 0.01%
337
231
$43K 0.01%
1,485
+300
232
$42K 0.01%
+500
233
$41K 0.01%
+500
234
$41K 0.01%
1,910
235
$41K 0.01%
+625
236
$41K 0.01%
763
237
$41K 0.01%
330
238
$40K 0.01%
330
239
$40K 0.01%
500
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240
$40K 0.01%
158
241
$40K 0.01%
320
242
$38K 0.01%
+2,000
243
$38K 0.01%
315
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244
$37K 0.01%
168
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245
$37K 0.01%
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246
$37K 0.01%
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247
$37K 0.01%
2,165
248
$36K 0.01%
797
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249
$36K 0.01%
470
250
$35K 0.01%
240
8 9
10
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