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
$472M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$868K
3
+$622K
4
PHR icon
Phreesia
PHR
+$383K
5
TMO icon
Thermo Fisher Scientific
TMO
+$253K

Top Sells

1
+$2.13M
2
+$1.07M
3
+$970K
4
AAPL icon
Apple
AAPL
+$422K
5
DLR icon
Digital Realty Trust
DLR
+$405K

Sector Composition

1 Technology 33.68%
2 Healthcare 15.05%
3 Consumer Discretionary 9.18%
4 Industrials 8.36%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$22.3K ﹤0.01%
450
252
$22.3K ﹤0.01%
+795
253
$22K ﹤0.01%
+163
254
$21.9K ﹤0.01%
330
-40
255
$21K ﹤0.01%
944
+79
256
$20.3K ﹤0.01%
1,334
257
$19.8K ﹤0.01%
308
258
$19.1K ﹤0.01%
188
259
$18.6K ﹤0.01%
1,247
260
$18.6K ﹤0.01%
137
261
$18.3K ﹤0.01%
687
-375
262
$17.5K ﹤0.01%
900
263
$17.4K ﹤0.01%
380
264
$17.2K ﹤0.01%
260
265
$16.8K ﹤0.01%
1,766
266
$16.2K ﹤0.01%
1,236
-2,471
267
$15.9K ﹤0.01%
150
268
$15K ﹤0.01%
222
269
$14.1K ﹤0.01%
74
270
$13.7K ﹤0.01%
330
271
$13.1K ﹤0.01%
941
272
$12.9K ﹤0.01%
45
273
$12.8K ﹤0.01%
465
274
$12.7K ﹤0.01%
1,200
275
$12.3K ﹤0.01%
750
9 10
11
12 13