AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$465M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.29M
3
+$1.81M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.58M
5
SRCL
Stericycle Inc
SRCL
+$977K

Top Sells

1
+$628K
2
+$526K
3
+$465K
4
AAPL icon
Apple
AAPL
+$465K
5
INTU icon
Intuit
INTU
+$442K

Sector Composition

1 Technology 26.45%
2 Healthcare 18.12%
3 Consumer Discretionary 11.64%
4 Financials 8.94%
5 Industrials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31K 0.01%
202
227
$30K 0.01%
200
228
$29K 0.01%
896
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$29K 0.01%
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230
$29K 0.01%
500
231
$28K 0.01%
100
232
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500
233
$26K 0.01%
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234
$25K 0.01%
803
235
$25K 0.01%
2,000
236
$22K ﹤0.01%
450
237
$22K ﹤0.01%
350
238
$21K ﹤0.01%
300
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239
$21K ﹤0.01%
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$20K ﹤0.01%
568
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$19K ﹤0.01%
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242
$19K ﹤0.01%
540
243
$18K ﹤0.01%
465
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$17K ﹤0.01%
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$16K ﹤0.01%
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247
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248
$14K ﹤0.01%
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249
$13K ﹤0.01%
900
250
$13K ﹤0.01%
385
-2,250
8 9
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