AIM

Arcadia Investment Management Portfolio holdings

AUM $616M
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$346M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$953K
2
+$373K
3
+$295K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$293K
5
AMZN icon
Amazon
AMZN
+$248K

Top Sells

1
+$1.06M
2
+$543K
3
+$510K
4
ABBV icon
AbbVie
ABBV
+$468K
5
COO icon
Cooper Companies
COO
+$261K

Sector Composition

1 Technology 23.39%
2 Healthcare 15.55%
3 Consumer Discretionary 12.86%
4 Industrials 10.55%
5 Financials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
50
277
$1K ﹤0.01%
12
278
$1K ﹤0.01%
9
279
$1K ﹤0.01%
6
280
$1K ﹤0.01%
150
281
– –
-400
282
– –
-150
283
– –
-8,000
284
– –
-36
285
– –
-500
286
– –
-6
8 9 10 11
12