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
$459M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.34M
4
IR icon
Ingersoll Rand
IR
+$1.26M
5
VEEV icon
Veeva Systems
VEEV
+$1.16M

Top Sells

1
+$1.42M
2
+$1.38M
3
+$1.2M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.16M
5
ORCL icon
Oracle
ORCL
+$1.09M

Sector Composition

1 Technology 30.94%
2 Healthcare 16.86%
3 Consumer Discretionary 9.35%
4 Industrials 8.61%
5 Financials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$33.6K 0.01%
100
+70
252
$33.5K 0.01%
250
253
$32.9K 0.01%
490
+277
254
$32.6K 0.01%
238
-101
255
$32.2K 0.01%
2,481
+1,407
256
$31.9K 0.01%
100
257
$31.6K 0.01%
150
-50
258
$31.6K 0.01%
+389
259
$31.3K 0.01%
600
260
$30.1K 0.01%
294
+167
261
$29.8K 0.01%
568
262
$29.7K 0.01%
450
263
$29.6K 0.01%
1,062
264
$29.3K 0.01%
1,000
265
$28.7K 0.01%
150
266
$28.2K 0.01%
+591
267
$28.1K 0.01%
814
-810
268
$27K 0.01%
70
269
$25.7K 0.01%
2,200
+2,000
270
$25.3K 0.01%
+370
271
$24.7K 0.01%
1,000
272
$24.7K 0.01%
+583
273
$24.6K 0.01%
+2,200
274
$24.4K 0.01%
+788
275
$24.4K 0.01%
475
9 10
11
12 13