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
$429M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.1M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$807K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$793K

Top Sells

1
+$4.92M
2
+$2.91M
3
+$2.17M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.78M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.52M

Sector Composition

1 Technology 27.2%
2 Healthcare 17.72%
3 Consumer Discretionary 10.22%
4 Financials 8.21%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$19.2K ﹤0.01%
+1,708
277
$19.1K ﹤0.01%
+1,316
278
$19K ﹤0.01%
+113
279
$18.8K ﹤0.01%
150
280
$18K ﹤0.01%
+1,952
281
$18K ﹤0.01%
84
+53
282
$16.7K ﹤0.01%
+1,777
283
$16.6K ﹤0.01%
900
284
$16.3K ﹤0.01%
+213
285
$16.2K ﹤0.01%
+3,722
286
$16.1K ﹤0.01%
+33
287
$15.6K ﹤0.01%
+1,918
288
$15.4K ﹤0.01%
+181
289
$15.2K ﹤0.01%
1,000
290
$15.1K ﹤0.01%
+222
291
$14K ﹤0.01%
500
292
$13.9K ﹤0.01%
+800
293
$13.9K ﹤0.01%
+74
294
$13.7K ﹤0.01%
978
295
$13.1K ﹤0.01%
465
296
$13K ﹤0.01%
+75
297
$12.8K ﹤0.01%
58
298
$12.4K ﹤0.01%
1,000
299
$12.2K ﹤0.01%
74
300
$12.1K ﹤0.01%
+73
10 11
12
13 14