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
$315M
AUM Growth
-$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.05M
3
+$1.63M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.58M
5
AVGO icon
Broadcom
AVGO
+$1.51M

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.3M
4
KNGT
KNIGHT TRANSPORTATION INC
KNGT
+$1.04M
5
CBRE icon
CBRE Group
CBRE
+$1.01M

Sector Composition

1 Technology 19.69%
2 Healthcare 14.37%
3 Industrials 12.71%
4 Consumer Discretionary 12.45%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$35K 0.01%
1,009
252
$34K 0.01%
+24
253
$31K 0.01%
+1,866
254
– –
0
255
$31K 0.01%
+500
256
$31K 0.01%
191
257
$30K 0.01%
+1,000
258
$29K 0.01%
710
-349
259
$28K 0.01%
465
-264
260
$28K 0.01%
7,880
261
$28K 0.01%
540
262
$28K 0.01%
618
263
$28K 0.01%
425
-450
264
$27K 0.01%
+500
265
$27K 0.01%
300
266
$27K 0.01%
406
267
$26K 0.01%
+625
268
$26K 0.01%
200
269
$26K 0.01%
1,202
270
$26K 0.01%
+500
271
$26K 0.01%
608
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272
$26K 0.01%
+1,000
273
$25K 0.01%
+500
274
$25K 0.01%
445
-899
275
$25K 0.01%
305
9 10
11
12 13