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
$459M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.34M
4
IR icon
Ingersoll Rand
IR
+$1.26M
5
VEEV icon
Veeva Systems
VEEV
+$1.16M

Top Sells

1
+$1.42M
2
+$1.38M
3
+$1.2M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.16M
5
ORCL icon
Oracle
ORCL
+$1.09M

Sector Composition

1 Technology 30.94%
2 Healthcare 16.86%
3 Consumer Discretionary 9.35%
4 Industrials 8.61%
5 Financials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$52.9K 0.01%
2,749
+1,559
227
$51.6K 0.01%
430
-60
228
$49.6K 0.01%
601
+341
229
$49.5K 0.01%
246
-46
230
$48.9K 0.01%
638
+476
231
$48.3K 0.01%
1,291
+66
232
$46.1K 0.01%
1,008
+8
233
$46K 0.01%
100
234
$45.8K 0.01%
216
+3
235
$45.2K 0.01%
3,946
+2,238
236
$45.1K 0.01%
4,000
237
$44.3K 0.01%
400
238
$44.3K 0.01%
501
239
$43.1K 0.01%
500
240
$43.1K 0.01%
4,103
+2,326
241
$42.8K 0.01%
250
242
$40.8K 0.01%
658
+27
243
$40.6K 0.01%
350
244
$39.6K 0.01%
410
245
$38.3K 0.01%
+650
246
$37.3K 0.01%
180
247
$36.6K 0.01%
745
+587
248
$35.8K 0.01%
800
249
$35K 0.01%
110
-20
250
$33.8K 0.01%
8,590
+4,868
8 9
10
11 12