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
$598M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.94M
3
+$1.74M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.13M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.01M

Top Sells

1
+$1.99M
2
+$1.21M
3
+$1.12M
4
BWXT icon
BWX Technologies
BWXT
+$885K
5
MPWR icon
Monolithic Power Systems
MPWR
+$711K

Sector Composition

1 Technology 28.48%
2 Healthcare 15.6%
3 Consumer Discretionary 10.52%
4 Industrials 8.04%
5 Financials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35K 0.01%
500
227
$34K 0.01%
350
228
$33K 0.01%
400
-300
229
$32K 0.01%
125
-55
230
$32K 0.01%
450
231
$32K 0.01%
150
232
$32K 0.01%
+70
233
$30K 0.01%
540
234
$29K ﹤0.01%
330
235
$28K ﹤0.01%
1,000
236
$27K ﹤0.01%
434
237
$27K ﹤0.01%
100
238
$26K ﹤0.01%
400
239
$26K ﹤0.01%
+450
240
$22K ﹤0.01%
465
241
$21K ﹤0.01%
41
242
$20K ﹤0.01%
650
243
$19K ﹤0.01%
900
244
$19K ﹤0.01%
1,766
245
$19K ﹤0.01%
+217
246
$18K ﹤0.01%
1,000
247
$17K ﹤0.01%
109
248
$16K ﹤0.01%
978
249
$16K ﹤0.01%
45
250
$16K ﹤0.01%
1,200
8 9
10
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