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
$366M
AUM Growth
-$861K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$856K
3
+$785K
4
PYPL icon
PayPal
PYPL
+$573K
5
AMGN icon
Amgen
AMGN
+$457K

Top Sells

1
+$1.79M
2
+$1.13M
3
+$784K
4
NFLX icon
Netflix
NFLX
+$518K
5
RVTY icon
Revvity
RVTY
+$397K

Sector Composition

1 Technology 22.7%
2 Healthcare 15.1%
3 Consumer Discretionary 12.74%
4 Industrials 10.34%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$21K 0.01%
1,750
252
$20K 0.01%
50
-50
253
$19K 0.01%
188
254
$19K 0.01%
200
255
$19K 0.01%
125
256
$18K ﹤0.01%
1,000
257
$17K ﹤0.01%
33
+8
258
$17K ﹤0.01%
900
-989
259
$17K ﹤0.01%
115
-60
260
$16K ﹤0.01%
304
261
$16K ﹤0.01%
1,200
262
$15K ﹤0.01%
+533
263
$15K ﹤0.01%
412
264
$15K ﹤0.01%
568
265
$15K ﹤0.01%
1,000
266
$14K ﹤0.01%
300
267
$14K ﹤0.01%
213
-79
268
$13K ﹤0.01%
1,000
269
$13K ﹤0.01%
100
270
$12K ﹤0.01%
250
271
$11K ﹤0.01%
100
272
$10K ﹤0.01%
91
-616
273
$9K ﹤0.01%
62
274
$9K ﹤0.01%
200
275
$9K ﹤0.01%
1,000
9 10
11
12 13