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AIM

Arcadia Investment Management Portfolio holdings

AUM $584M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.48M
3
+$1.07M
4
ADP icon
Automatic Data Processing
ADP
+$710K
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$619K

Top Sells

1
+$2.13M
2
+$1.43M
3
+$683K
4
ABBV icon
AbbVie
ABBV
+$566K
5
HAL icon
Halliburton
HAL
+$551K

Sector Composition

1 Technology 24.33%
2 Healthcare 15.42%
3 Consumer Discretionary 12.09%
4 Industrials 9.97%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
100
277
$2K ﹤0.01%
9
278
$1K ﹤0.01%
12
279
$1K ﹤0.01%
100
280
$1K ﹤0.01%
6
281
– –
-2,325
282
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283
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284
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-50
285
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286
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287
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-5
288
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289
$0 ﹤0.01%
150
290
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291
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-4,029
292
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-87
293
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-1,000
294
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297
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298
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-62
299
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