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
$366M
AUM Growth
-$861K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$856K
3
+$785K
4
PYPL icon
PayPal
PYPL
+$573K
5
AMGN icon
Amgen
AMGN
+$457K

Top Sells

1
+$1.79M
2
+$1.13M
3
+$784K
4
NFLX icon
Netflix
NFLX
+$518K
5
RVTY icon
Revvity
RVTY
+$397K

Sector Composition

1 Technology 22.7%
2 Healthcare 15.1%
3 Consumer Discretionary 12.74%
4 Industrials 10.34%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33K 0.01%
300
227
$33K 0.01%
122
228
$33K 0.01%
1,000
229
$33K 0.01%
800
+200
230
$32K 0.01%
200
231
$32K 0.01%
700
-875
232
$31K 0.01%
750
233
$31K 0.01%
2,333
234
$31K 0.01%
+220
235
$30K 0.01%
+2,000
236
$29K 0.01%
314
237
$28K 0.01%
500
238
$28K 0.01%
146
239
$27K 0.01%
100
240
$26K 0.01%
675
241
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300
242
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135
243
$24K 0.01%
500
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244
$23K 0.01%
200
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245
$23K 0.01%
350
246
$22K 0.01%
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$22K 0.01%
200
248
$22K 0.01%
256
249
$22K 0.01%
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250
$21K 0.01%
182
8 9
10
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