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
$367M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.7M
3
+$1.2M
4
CMA icon
Comerica
CMA
+$1.17M
5
ILMN icon
Illumina
ILMN
+$828K

Top Sells

1
+$2.37M
2
+$1.26M
3
+$1.24M
4
MDSO
Medidata Solutions, Inc.
MDSO
+$1.2M
5
META icon
Meta Platforms (Facebook)
META
+$1.07M

Sector Composition

1 Technology 22.55%
2 Healthcare 15.01%
3 Consumer Discretionary 12.75%
4 Industrials 11.18%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$26K 0.01%
175
252
$25K 0.01%
+300
253
$25K 0.01%
+363
254
$24K 0.01%
25
255
$24K 0.01%
135
256
$24K 0.01%
350
257
$23K 0.01%
1,000
258
$22K 0.01%
+200
259
$22K 0.01%
1,750
260
$21K 0.01%
188
261
$21K 0.01%
256
262
$20K 0.01%
800
263
$20K 0.01%
182
264
$20K 0.01%
+542
265
$19K 0.01%
125
-51
266
$18K ﹤0.01%
500
267
$18K ﹤0.01%
+200
268
$18K ﹤0.01%
292
269
$18K ﹤0.01%
+1,075
270
$17K ﹤0.01%
100
271
$17K ﹤0.01%
+225
272
$16K ﹤0.01%
+412
273
$16K ﹤0.01%
+300
274
$16K ﹤0.01%
304
275
$16K ﹤0.01%
1,000
9 10
11
12 13