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
$330M
AUM Growth
-$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1 +$4.58M
2 +$1.58M
3 +$786K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$675K
5
DLR icon
Digital Realty Trust
DLR
+$649K

Sector Composition

1 Technology 24.62%
2 Healthcare 17.41%
3 Consumer Discretionary 10.57%
4 Industrials 8.57%
5 Financials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$6K ﹤0.01%
186
277
$6K ﹤0.01%
200
278
$6K ﹤0.01%
35
279
$6K ﹤0.01%
130
280
$6K ﹤0.01%
65
281
$5K ﹤0.01%
+207
282
$5K ﹤0.01%
100
283
$4K ﹤0.01%
33
284
$4K ﹤0.01%
65
285
$3K ﹤0.01%
100
286
$3K ﹤0.01%
105
287
$3K ﹤0.01%
100
288
$2K ﹤0.01%
9
289
$1K ﹤0.01%
12
290
$1K ﹤0.01%
+15
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$1K ﹤0.01%
100
292
$1K ﹤0.01%
6
293
0
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-2,000
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-150