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

Top Buys

1
+$3.21M
2
+$2.02M
3
+$1.59M
4
CHGG icon
Chegg
CHGG
+$1.55M
5
ATVI
Activision Blizzard
ATVI
+$1.53M

Top Sells

1
+$2.65M
2
+$2.09M
3
+$1.04M
4
AVGO icon
Broadcom
AVGO
+$1.03M
5
TPL icon
Texas Pacific Land
TPL
+$896K

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
– –
-428
282
– –
-503
283
– –
-2,000
284
$0 ﹤0.01%
3
-15
285
– –
-250
286
– –
-1,000
287
– –
-1,000
288
$0 ﹤0.01%
4
289
– –
-1,600
8 9 10 11
12