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
$367M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.7M
3
+$1.2M
4
CMA icon
Comerica
CMA
+$1.17M
5
ILMN icon
Illumina
ILMN
+$828K

Top Sells

1
+$2.37M
2
+$1.26M
3
+$1.24M
4
MDSO
Medidata Solutions, Inc.
MDSO
+$1.2M
5
META icon
Meta Platforms (Facebook)
META
+$1.07M

Sector Composition

1 Technology 22.55%
2 Healthcare 15.01%
3 Consumer Discretionary 12.75%
4 Industrials 11.18%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$15K ﹤0.01%
+3,000
277
$15K ﹤0.01%
1,000
278
$15K ﹤0.01%
1,200
279
$14K ﹤0.01%
150
280
$14K ﹤0.01%
100
281
$14K ﹤0.01%
+568
282
$14K ﹤0.01%
2,000
283
$13K ﹤0.01%
+1,000
284
$13K ﹤0.01%
+650
285
$13K ﹤0.01%
397
286
$13K ﹤0.01%
300
287
$12K ﹤0.01%
1,000
288
$11K ﹤0.01%
+235
289
$11K ﹤0.01%
250
-6,300
290
$11K ﹤0.01%
100
291
$11K ﹤0.01%
227
292
$11K ﹤0.01%
65
+15
293
$10K ﹤0.01%
+225
294
$10K ﹤0.01%
62
295
$9K ﹤0.01%
+400
296
$9K ﹤0.01%
130
297
$8K ﹤0.01%
186
298
$8K ﹤0.01%
140
-726
299
$8K ﹤0.01%
+200
300
$6K ﹤0.01%
1,000
10 11
12
13 14