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
$532M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1 +$1.89M
2 +$738K
3 +$645K
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$561K
5
ZS icon
Zscaler
ZS
+$477K

Top Sells

1 +$1.91M
2 +$1.01M
3 +$829K
4
AVGO icon
Broadcom
AVGO
+$735K
5
ICE icon
Intercontinental Exchange
ICE
+$679K

Sector Composition

1 Technology 25.91%
2 Healthcare 16.2%
3 Consumer Discretionary 11.01%
4 Financials 8.82%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$12K ﹤0.01%
+2,700
252
$12K ﹤0.01%
100
253
$10K ﹤0.01%
100
254
$10K ﹤0.01%
+74
255
$9K ﹤0.01%
125
256
$9K ﹤0.01%
58
-96
257
$9K ﹤0.01%
+62
258
$9K ﹤0.01%
+164
259
$9K ﹤0.01%
+31
260
$9K ﹤0.01%
+28
261
$9K ﹤0.01%
+45
262
$9K ﹤0.01%
35
263
$8K ﹤0.01%
+45
264
$8K ﹤0.01%
+33
265
$8K ﹤0.01%
+470
266
$8K ﹤0.01%
100
267
$7K ﹤0.01%
+39
268
$7K ﹤0.01%
+31
269
$7K ﹤0.01%
+83
270
$7K ﹤0.01%
84
-416
271
$7K ﹤0.01%
+24
272
$7K ﹤0.01%
+133
273
$6K ﹤0.01%
+130
274
$6K ﹤0.01%
+71
275
$5K ﹤0.01%
+64