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
$465M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.29M
3
+$1.81M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.58M
5
SRCL
Stericycle Inc
SRCL
+$977K

Top Sells

1
+$628K
2
+$526K
3
+$465K
4
AAPL icon
Apple
AAPL
+$465K
5
INTU icon
Intuit
INTU
+$442K

Sector Composition

1 Technology 26.45%
2 Healthcare 18.12%
3 Consumer Discretionary 11.64%
4 Financials 8.94%
5 Industrials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K ﹤0.01%
365
-290
252
$13K ﹤0.01%
304
253
$12K ﹤0.01%
213
254
$10K ﹤0.01%
+1,000
255
$9K ﹤0.01%
186
256
$9K ﹤0.01%
883
257
$9K ﹤0.01%
91
258
$9K ﹤0.01%
100
259
$7K ﹤0.01%
100
260
$7K ﹤0.01%
35
261
$7K ﹤0.01%
1,200
262
$7K ﹤0.01%
200
263
$6K ﹤0.01%
100
264
$5K ﹤0.01%
130
265
$5K ﹤0.01%
204
266
$4K ﹤0.01%
100
267
$4K ﹤0.01%
105
268
$3K ﹤0.01%
25
-123
269
$2K ﹤0.01%
75
-53
270
$2K ﹤0.01%
9
271
$2K ﹤0.01%
+3
272
$1K ﹤0.01%
4
-96
273
$1K ﹤0.01%
12
274
$1K ﹤0.01%
6
275
$0 ﹤0.01%
4
-29
8 9 10
11
12