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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
$529M
AUM Growth
-$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.25M
3
+$866K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$605K
5
ADBE icon
Adobe
ADBE
+$450K

Top Sells

1
+$1.91M
2
+$1.35M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.25M
5
MASI icon
Masimo
MASI
+$1.07M

Sector Composition

1 Technology 28.42%
2 Healthcare 16.07%
3 Consumer Discretionary 9.91%
4 Financials 8.15%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
200
277
$2K ﹤0.01%
+29
278
$2K ﹤0.01%
85
279
$1K ﹤0.01%
12
280
$1K ﹤0.01%
4
281
$1K ﹤0.01%
42
-91
282
$1K ﹤0.01%
5
283
$1K ﹤0.01%
15
284
$1K ﹤0.01%
22
285
– –
-300
286
– –
-12,151
287
– –
-150
288
$0 ﹤0.01%
6
289
– –
-3,000
290
– –
-1,188
291
$0 ﹤0.01%
4
292
– –
-125
293
– –
-400
294
$0 ﹤0.01%
15
295
– –
-85
296
– –
-2,700
297
– –
-101
8 9 10 11
12