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
$448M
AUM Growth
-$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$2.36M
2 +$1.77M
3 +$1.6M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$867K
5
SYY icon
Sysco
SYY
+$850K

Top Sells

1 +$1.89M
2 +$1.02M
3 +$809K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$787K
5
MASI icon
Masimo
MASI
+$611K

Sector Composition

1 Technology 27.17%
2 Healthcare 16.82%
3 Consumer Discretionary 9.52%
4 Financials 7.67%
5 Consumer Staples 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$3K ﹤0.01%
29
277
$3K ﹤0.01%
30
278
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279
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50
280
$1K ﹤0.01%
29
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$1K ﹤0.01%
85
282
$1K ﹤0.01%
5
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15
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285
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$0 ﹤0.01%
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4
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$0 ﹤0.01%
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-126,199
300
-1,000