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
$499M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.05M
3
+$1.57M
4
ATVI
Activision Blizzard
ATVI
+$1.52M
5
CHGG icon
Chegg
CHGG
+$1.4M

Top Sells

1
+$2.69M
2
+$2.15M
3
+$1.27M
4
AVGO icon
Broadcom
AVGO
+$1.03M
5
AAPL icon
Apple
AAPL
+$986K

Sector Composition

1 Technology 25.76%
2 Healthcare 16.09%
3 Consumer Discretionary 11.45%
4 Industrials 9.04%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
+293
277
$1K ﹤0.01%
25
+1
278
$1K ﹤0.01%
6
279
$1K ﹤0.01%
22
280
$0 ﹤0.01%
4
281
– –
-1,600
282
$0 ﹤0.01%
+4
283
– –
-428
284
– –
-503
285
– –
-2,000
286
$0 ﹤0.01%
3
-15
287
– –
-250
288
– –
-1,000
289
– –
-1,000
8 9 10 11
12