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
$459M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.34M
4
IR icon
Ingersoll Rand
IR
+$1.26M
5
VEEV icon
Veeva Systems
VEEV
+$1.16M

Top Sells

1
+$1.42M
2
+$1.38M
3
+$1.2M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.16M
5
ORCL icon
Oracle
ORCL
+$1.09M

Sector Composition

1 Technology 30.94%
2 Healthcare 16.86%
3 Consumer Discretionary 9.35%
4 Industrials 8.61%
5 Financials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$23.8K 0.01%
145
+32
277
$23.6K 0.01%
450
278
$23.5K 0.01%
325
+184
279
$23.2K 0.01%
150
280
$23.1K 0.01%
50
281
$22.4K ﹤0.01%
800
-466
282
$22.2K ﹤0.01%
301
283
$21.5K ﹤0.01%
+1,247
284
$21.3K ﹤0.01%
426
285
$21K ﹤0.01%
+150
286
$21K ﹤0.01%
+1,067
287
$19.9K ﹤0.01%
315
-265
288
$19.5K ﹤0.01%
540
289
$19.5K ﹤0.01%
1,766
290
$18.5K ﹤0.01%
1,000
291
$16.7K ﹤0.01%
1,665
-253
292
$16.4K ﹤0.01%
900
293
$16.4K ﹤0.01%
2,000
294
$15.4K ﹤0.01%
222
295
$14.3K ﹤0.01%
465
296
$13.6K ﹤0.01%
195
297
$13.4K ﹤0.01%
103
+28
298
$13.2K ﹤0.01%
45
299
$13.1K ﹤0.01%
140
-2,280
300
$12.7K ﹤0.01%
74
10 11
12
13 14