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
$472M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1 +$2.34M
2 +$868K
3 +$622K
4
PHR icon
Phreesia
PHR
+$383K
5
TMO icon
Thermo Fisher Scientific
TMO
+$253K

Top Sells

1 +$2.13M
2 +$1.07M
3 +$970K
4
AAPL icon
Apple
AAPL
+$422K
5
DLR icon
Digital Realty Trust
DLR
+$405K

Sector Composition

1 Technology 33.68%
2 Healthcare 15.05%
3 Consumer Discretionary 9.18%
4 Industrials 8.36%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$38.7K 0.01%
410
227
$38.6K 0.01%
414
228
$38.2K 0.01%
766
+220
229
$37.2K 0.01%
665
+4
230
$36K 0.01%
1,127
231
$35.2K 0.01%
2,351
+595
232
$35K 0.01%
568
233
$34.4K 0.01%
850
234
$33.2K 0.01%
800
235
$33.1K 0.01%
626
236
$30K 0.01%
800
237
$29.1K 0.01%
441
238
$29K 0.01%
70
239
$28.3K 0.01%
+645
240
$27K 0.01%
1,950
+270
241
$26.6K 0.01%
670
242
$26K 0.01%
800
243
$26K 0.01%
1,447
+257
244
$25.6K 0.01%
700
245
$25.3K 0.01%
227
246
$25.2K 0.01%
138
+57
247
$24.6K 0.01%
509
248
$24.5K 0.01%
721
249
$24.4K 0.01%
225
250
$23.6K 0.01%
315