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
$395M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.54M
3
+$1.14M
4
ADP icon
Automatic Data Processing
ADP
+$731K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$622K

Top Sells

1
+$2.13M
2
+$1.44M
3
+$746K
4
HAL icon
Halliburton
HAL
+$639K
5
ABBV icon
AbbVie
ABBV
+$604K

Sector Composition

1 Technology 24.33%
2 Healthcare 15.42%
3 Consumer Discretionary 12.09%
4 Industrials 9.97%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17K ﹤0.01%
900
252
$17K ﹤0.01%
568
253
$16K ﹤0.01%
200
254
$16K ﹤0.01%
95
-20
255
$16K ﹤0.01%
304
256
$15K ﹤0.01%
213
257
$15K ﹤0.01%
412
258
$15K ﹤0.01%
300
259
$14K ﹤0.01%
1,000
260
$14K ﹤0.01%
100
261
$13K ﹤0.01%
250
262
$10K ﹤0.01%
91
263
$10K ﹤0.01%
100
264
$10K ﹤0.01%
1,000
265
$9K ﹤0.01%
+100
266
$9K ﹤0.01%
200
267
$8K ﹤0.01%
33
268
$8K ﹤0.01%
186
269
$8K ﹤0.01%
130
270
$7K ﹤0.01%
35
271
$7K ﹤0.01%
65
272
$6K ﹤0.01%
100
273
$5K ﹤0.01%
65
274
$5K ﹤0.01%
100
275
$4K ﹤0.01%
105
8 9 10
11
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