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
$315M
AUM Growth
-$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.05M
3
+$1.63M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.58M
5
AVGO icon
Broadcom
AVGO
+$1.51M

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.3M
4
KNGT
KNIGHT TRANSPORTATION INC
KNGT
+$1.04M
5
CBRE icon
CBRE Group
CBRE
+$1.01M

Sector Composition

1 Technology 19.69%
2 Healthcare 14.37%
3 Industrials 12.71%
4 Consumer Discretionary 12.45%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24K 0.01%
417
277
$24K 0.01%
365
278
$24K 0.01%
486
279
$24K 0.01%
1,450
280
$24K 0.01%
200
281
$23K 0.01%
130
282
$23K 0.01%
239
283
$23K 0.01%
+350
284
$23K 0.01%
285
285
$22K 0.01%
240
-80
286
$21K 0.01%
200
287
$21K 0.01%
428
288
$21K 0.01%
160
289
$21K 0.01%
85
290
$20K 0.01%
355
291
$20K 0.01%
239
-427
292
$20K 0.01%
375
293
$19K 0.01%
280
294
$19K 0.01%
420
+215
295
$19K 0.01%
2,000
296
$18K 0.01%
325
297
$17K 0.01%
+220
298
$17K 0.01%
+1,900
299
$16K 0.01%
271
+200
300
$16K 0.01%
+284
10 11
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