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
$529M
AUM Growth
-$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.21M
3
+$853K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$609K
5
ADBE icon
Adobe
ADBE
+$426K

Top Sells

1
+$2.17M
2
+$1.34M
3
+$1.29M
4
EEMA icon
iShares MSCI Emerging Markets Asia ETF
EEMA
+$1.19M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.07M

Sector Composition

1 Technology 28.42%
2 Healthcare 16.07%
3 Consumer Discretionary 9.91%
4 Financials 8.15%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K ﹤0.01%
58
252
$12K ﹤0.01%
325
253
$12K ﹤0.01%
93
254
$12K ﹤0.01%
100
255
$11K ﹤0.01%
75
256
$10K ﹤0.01%
43
-210
257
$10K ﹤0.01%
31
258
$10K ﹤0.01%
100
259
$9K ﹤0.01%
175
+100
260
$9K ﹤0.01%
35
261
$9K ﹤0.01%
836
262
$8K ﹤0.01%
39
263
$7K ﹤0.01%
125
264
$7K ﹤0.01%
143
265
$7K ﹤0.01%
75
-356
266
$6K ﹤0.01%
64
267
$6K ﹤0.01%
130
268
$6K ﹤0.01%
31
269
$6K ﹤0.01%
44
270
$5K ﹤0.01%
100
271
$4K ﹤0.01%
470
272
$3K ﹤0.01%
29
273
$3K ﹤0.01%
37
-180
274
$3K ﹤0.01%
30
275
$2K ﹤0.01%
50
8 9 10
11
12