AIM

Arcadia Investment Management Portfolio holdings

AUM $584M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$499M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.02M
3
+$1.59M
4
CHGG icon
Chegg
CHGG
+$1.55M
5
ATVI
Activision Blizzard
ATVI
+$1.53M

Top Sells

1
+$2.65M
2
+$2.09M
3
+$1.04M
4
AVGO icon
Broadcom
AVGO
+$1.03M
5
TPL icon
Texas Pacific Land
TPL
+$896K

Sector Composition

1 Technology 25.76%
2 Healthcare 16.09%
3 Consumer Discretionary 11.45%
4 Industrials 9.04%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15K ﹤0.01%
385
252
$14K ﹤0.01%
1,200
253
$14K ﹤0.01%
+978
254
$13K ﹤0.01%
264
255
$12K ﹤0.01%
+75
256
$11K ﹤0.01%
+300
257
$11K ﹤0.01%
100
258
$10K ﹤0.01%
100
259
$9K ﹤0.01%
+250
260
$9K ﹤0.01%
+125
261
$8K ﹤0.01%
35
262
$7K ﹤0.01%
+100
263
$7K ﹤0.01%
+446
264
$7K ﹤0.01%
100
265
$5K ﹤0.01%
100
266
$4K ﹤0.01%
17
267
$4K ﹤0.01%
+73
268
$4K ﹤0.01%
170
+85
269
$4K ﹤0.01%
+17
270
$3K ﹤0.01%
30
271
$2K ﹤0.01%
+67
272
$2K ﹤0.01%
+100
273
$1K ﹤0.01%
22
274
$1K ﹤0.01%
6
275
$1K ﹤0.01%
25
+1
8 9 10
11
12