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
$366M
AUM Growth
-$861K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$856K
3
+$785K
4
PYPL icon
PayPal
PYPL
+$573K
5
AMGN icon
Amgen
AMGN
+$457K

Top Sells

1
+$1.79M
2
+$1.13M
3
+$784K
4
NFLX icon
Netflix
NFLX
+$518K
5
RVTY icon
Revvity
RVTY
+$397K

Sector Composition

1 Technology 22.7%
2 Healthcare 15.1%
3 Consumer Discretionary 12.74%
4 Industrials 10.34%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K ﹤0.01%
87
-200
277
$8K ﹤0.01%
2,000
278
$8K ﹤0.01%
186
279
$8K ﹤0.01%
130
280
$7K ﹤0.01%
65
281
$6K ﹤0.01%
35
282
$5K ﹤0.01%
+100
283
$4K ﹤0.01%
600
-13
284
$4K ﹤0.01%
65
-75
285
$4K ﹤0.01%
105
286
$4K ﹤0.01%
100
287
$3K ﹤0.01%
1,000
288
$3K ﹤0.01%
+100
289
$2K ﹤0.01%
9
290
$1K ﹤0.01%
12
291
$1K ﹤0.01%
100
292
$1K ﹤0.01%
50
293
$1K ﹤0.01%
6
294
$1K ﹤0.01%
150
295
– –
-500
296
– –
-247
297
– –
-235
298
– –
-225
299
– –
-150
300
– –
-3,000
10 11
12
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