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
$529M
AUM Growth
-$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.21M
3
+$853K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$609K
5
ADBE icon
Adobe
ADBE
+$426K

Top Sells

1
+$2.17M
2
+$1.34M
3
+$1.29M
4
EEMA icon
iShares MSCI Emerging Markets Asia ETF
EEMA
+$1.19M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.07M

Sector Composition

1 Technology 28.42%
2 Healthcare 16.07%
3 Consumer Discretionary 9.91%
4 Financials 8.15%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32K 0.01%
150
227
$31K 0.01%
1,000
228
$30K 0.01%
330
229
$29K 0.01%
1,000
230
$29K 0.01%
540
231
$29K 0.01%
70
232
$27K 0.01%
100
233
$25K ﹤0.01%
492
+58
234
$24K ﹤0.01%
450
235
$23K ﹤0.01%
650
236
$21K ﹤0.01%
325
-75
237
$21K ﹤0.01%
1,766
238
$21K ﹤0.01%
187
-1,565
239
$21K ﹤0.01%
867
-4,180
240
$21K ﹤0.01%
41
241
$19K ﹤0.01%
900
242
$18K ﹤0.01%
465
243
$17K ﹤0.01%
1,200
244
$15K ﹤0.01%
109
245
$15K ﹤0.01%
385
246
$15K ﹤0.01%
978
247
$15K ﹤0.01%
134
248
$14K ﹤0.01%
1,000
249
$13K ﹤0.01%
74
250
$13K ﹤0.01%
45
8 9
10
11 12