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
$553M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$474K
3
+$448K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$388K
5
MBLY icon
Mobileye
MBLY
+$321K

Top Sells

1
+$9.15M
2
+$6.03M
3
+$4.78M
4
VEEV icon
Veeva Systems
VEEV
+$2.48M
5
BDX icon
Becton Dickinson
BDX
+$1.94M

Sector Composition

1 Technology 36.22%
2 Healthcare 13.61%
3 Consumer Discretionary 10.15%
4 Industrials 8.42%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.8K ﹤0.01%
240
227
$18.6K ﹤0.01%
75
228
$18.6K ﹤0.01%
800
229
$18.1K ﹤0.01%
904
230
$16.6K ﹤0.01%
3,850
-11,500
231
$15.4K ﹤0.01%
725
232
$14.4K ﹤0.01%
31
233
$14.2K ﹤0.01%
182
234
$14.1K ﹤0.01%
500
235
$13.3K ﹤0.01%
300
236
$13.2K ﹤0.01%
150
237
$13.1K ﹤0.01%
300
238
$12.7K ﹤0.01%
100
239
$11.8K ﹤0.01%
140
240
$11.5K ﹤0.01%
175
241
$11.3K ﹤0.01%
70
242
$11.2K ﹤0.01%
53
243
$10.9K ﹤0.01%
550
244
$9.27K ﹤0.01%
35
245
$8.24K ﹤0.01%
267
246
$8.17K ﹤0.01%
70
247
$7.04K ﹤0.01%
100
248
$6.92K ﹤0.01%
275
249
$5.94K ﹤0.01%
161
250
$5.82K ﹤0.01%
80
8 9
10
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