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
$429M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1 +$2.48M
2 +$1.1M
3 +$1.02M
4
AAPL icon
Apple
AAPL
+$807K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$793K

Top Sells

1 +$4.92M
2 +$2.91M
3 +$2.17M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.78M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.52M

Sector Composition

1 Technology 27.2%
2 Healthcare 17.72%
3 Consumer Discretionary 10.22%
4 Financials 8.21%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$27.3K 0.01%
50
252
$26.4K 0.01%
568
253
$26.3K 0.01%
+1,000
254
$25.6K 0.01%
213
-162
255
$25.2K 0.01%
150
256
$24.3K 0.01%
+475
257
$23.5K 0.01%
540
258
$23.3K 0.01%
+441
259
$23.3K 0.01%
1,203
-1,150
260
$22.5K 0.01%
+191
261
$22.5K 0.01%
500
262
$22.5K 0.01%
+721
263
$22.4K 0.01%
70
264
$22.3K 0.01%
2,000
265
$22.2K 0.01%
180
266
$22.1K 0.01%
330
267
$22K 0.01%
301
268
$21.4K 0.01%
450
269
$20.9K ﹤0.01%
+1,190
270
$20.8K ﹤0.01%
+756
271
$20.6K ﹤0.01%
+600
272
$20.6K ﹤0.01%
+260
273
$19.9K ﹤0.01%
1,766
274
$19.7K ﹤0.01%
426
+296
275
$19.6K ﹤0.01%
325