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
$499M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.05M
3
+$1.57M
4
ATVI
Activision Blizzard
ATVI
+$1.52M
5
CHGG icon
Chegg
CHGG
+$1.4M

Top Sells

1
+$2.69M
2
+$2.15M
3
+$1.27M
4
AVGO icon
Broadcom
AVGO
+$1.03M
5
AAPL icon
Apple
AAPL
+$986K

Sector Composition

1 Technology 25.76%
2 Healthcare 16.09%
3 Consumer Discretionary 11.45%
4 Industrials 9.04%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29K 0.01%
+180
227
$29K 0.01%
450
228
$28K 0.01%
+620
229
$28K 0.01%
568
230
$27K 0.01%
500
231
$26K 0.01%
100
232
$25K 0.01%
475
233
$25K 0.01%
150
234
$24K ﹤0.01%
+154
235
$24K ﹤0.01%
330
236
$23K ﹤0.01%
400
237
$23K ﹤0.01%
83
238
$23K ﹤0.01%
1,000
239
$23K ﹤0.01%
+5,642
240
$21K ﹤0.01%
182
241
$20K ﹤0.01%
+825
242
$20K ﹤0.01%
108
+8
243
$19K ﹤0.01%
675
-347
244
$19K ﹤0.01%
+150
245
$18K ﹤0.01%
+188
246
$18K ﹤0.01%
50
247
$17K ﹤0.01%
900
248
$17K ﹤0.01%
1,766
+883
249
$17K ﹤0.01%
250
250
$15K ﹤0.01%
100
8 9
10
11 12