AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
1-Year Return
22.79%
This Quarter Return
-15.53%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$330M
AUM Growth
-$65.2M
(-16%)
Cap. Flow
+$6.71M
Cap. Flow
% of AUM
2.03%
Top 10 Holdings %
Top 10 Hldgs %
32.62%
Holding
299
New
17
Increased
58
Reduced
72
Closed
6
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$4.58M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.58M |
| 3 |
Veeva Systems
VEEV
|
$786K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$675K |
| 5 |
Digital Realty Trust
DLR
|
$649K |
Top Sells
| 1 |
CBRE Group
CBRE
|
$800K |
| 2 |
United Rentals
URI
|
$682K |
| 3 |
Booking.com
BKNG
|
$611K |
| 4 |
Affiliated Managers Group
AMG
|
$549K |
| 5 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$394K |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Healthcare | 17.41% |
| 3 | Consumer Discretionary | 10.57% |
| 4 | Industrials | 8.57% |
| 5 | Financials | 8.36% |
