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
$472M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$868K
3
+$622K
4
PHR icon
Phreesia
PHR
+$383K
5
TMO icon
Thermo Fisher Scientific
TMO
+$253K

Top Sells

1
+$2.13M
2
+$1.07M
3
+$970K
4
AAPL icon
Apple
AAPL
+$422K
5
DLR icon
Digital Realty Trust
DLR
+$405K

Sector Composition

1 Technology 33.68%
2 Healthcare 15.05%
3 Consumer Discretionary 9.18%
4 Industrials 8.36%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12.3K ﹤0.01%
381
277
$11.9K ﹤0.01%
978
278
$11.5K ﹤0.01%
31
279
$11.3K ﹤0.01%
806
-164
280
$11.3K ﹤0.01%
+405
281
$11.1K ﹤0.01%
140
282
$11K ﹤0.01%
150
283
$10.6K ﹤0.01%
76
-27
284
$10.5K ﹤0.01%
300
285
$10K ﹤0.01%
111
286
$9.88K ﹤0.01%
+200
287
$9.79K ﹤0.01%
53
288
$9.48K ﹤0.01%
100
289
$9.47K ﹤0.01%
100
290
$9.13K ﹤0.01%
56
-22
291
$8.84K ﹤0.01%
161
292
$8.8K ﹤0.01%
20
293
$8.68K ﹤0.01%
500
294
$8.61K ﹤0.01%
70
295
$8.26K ﹤0.01%
110
296
$8.23K ﹤0.01%
35
297
$7.9K ﹤0.01%
55
298
$7.6K ﹤0.01%
1,000
299
$6.27K ﹤0.01%
44
300
$5.75K ﹤0.01%
186
10 11
12
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