AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.53M
3
+$973K
4
AMZN icon
Amazon
AMZN
+$959K
5
SH icon
ProShares Short S&P500
SH
+$956K

Top Sells

1
+$1.68M
2
+$1.54M
3
+$1.29M
4
ITW icon
Illinois Tool Works
ITW
+$1.17M
5
ZTS icon
Zoetis
ZTS
+$888K

Sector Composition

1 Technology 39.19%
2 Healthcare 12.98%
3 Consumer Discretionary 9.54%
4 Industrials 8.17%
5 Consumer Staples 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29.7K 0.01%
800
227
$28.8K ﹤0.01%
+903
228
$27.3K ﹤0.01%
+659
229
$27K ﹤0.01%
800
230
$25.7K ﹤0.01%
898
231
$25.6K ﹤0.01%
+480
232
$24.6K ﹤0.01%
181
+18
233
$23.3K ﹤0.01%
251
-58
234
$23.2K ﹤0.01%
+196
235
$22.4K ﹤0.01%
+366
236
$22.2K ﹤0.01%
383
-306
237
$22K ﹤0.01%
1,188
+211
238
$21.7K ﹤0.01%
242
-378
239
$19.9K ﹤0.01%
+852
240
$19.8K ﹤0.01%
150
241
$18.9K ﹤0.01%
411
-104
242
$18.8K ﹤0.01%
900
243
$18.4K ﹤0.01%
418
-34
244
$18.4K ﹤0.01%
410
245
$18.2K ﹤0.01%
189
246
$17.3K ﹤0.01%
222
247
$16.8K ﹤0.01%
330
+215
248
$16.8K ﹤0.01%
78
249
$15.8K ﹤0.01%
+2,000
250
$15.7K ﹤0.01%
948
8 9
10
11 12