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
$395M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.54M
3
+$1.14M
4
ADP icon
Automatic Data Processing
ADP
+$731K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$622K

Top Sells

1
+$2.13M
2
+$1.44M
3
+$746K
4
HAL icon
Halliburton
HAL
+$639K
5
ABBV icon
AbbVie
ABBV
+$604K

Sector Composition

1 Technology 24.33%
2 Healthcare 15.42%
3 Consumer Discretionary 12.09%
4 Industrials 9.97%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32K 0.01%
314
227
$31K 0.01%
200
228
$31K 0.01%
146
229
$30K 0.01%
148
+3
230
$30K 0.01%
2,000
231
$29K 0.01%
100
232
$28K 0.01%
300
233
$28K 0.01%
675
234
$28K 0.01%
220
235
$27K 0.01%
500
236
$27K 0.01%
135
237
$27K 0.01%
180
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238
$27K 0.01%
1,000
239
$26K 0.01%
200
240
$25K 0.01%
350
241
$23K 0.01%
800
242
$23K 0.01%
1,750
243
$22K 0.01%
200
244
$22K 0.01%
450
-250
245
$21K 0.01%
182
246
$21K 0.01%
+165
247
$20K 0.01%
125
248
$19K ﹤0.01%
50
249
$19K ﹤0.01%
3,000
250
$18K ﹤0.01%
1,200
8 9
10
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