AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.53M
3
+$973K
4
AMZN icon
Amazon
AMZN
+$959K
5
SH icon
ProShares Short S&P500
SH
+$956K

Top Sells

1
+$1.68M
2
+$1.54M
3
+$1.29M
4
ITW icon
Illinois Tool Works
ITW
+$1.17M
5
ZTS icon
Zoetis
ZTS
+$888K

Sector Composition

1 Technology 39.19%
2 Healthcare 12.98%
3 Consumer Discretionary 9.54%
4 Industrials 8.17%
5 Consumer Staples 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.49K ﹤0.01%
330
277
$9.31K ﹤0.01%
35
278
$9.23K ﹤0.01%
70
279
$9.11K ﹤0.01%
+355
280
$9.02K ﹤0.01%
465
281
$8.55K ﹤0.01%
44
282
$8.18K ﹤0.01%
267
283
$7.02K ﹤0.01%
+446
284
$6.8K ﹤0.01%
70
285
$6.77K ﹤0.01%
350
+50
286
$6.02K ﹤0.01%
150
-600
287
$5.98K ﹤0.01%
20
288
$5.43K ﹤0.01%
24
289
$4.72K ﹤0.01%
350
290
$3.62K ﹤0.01%
1,000
291
$3.19K ﹤0.01%
250
292
$2.92K ﹤0.01%
5
293
$2.86K ﹤0.01%
51
294
$2.71K ﹤0.01%
115
-6,400
295
$2.6K ﹤0.01%
100
296
$2K ﹤0.01%
+6
297
$1.37K ﹤0.01%
20
298
$1.33K ﹤0.01%
62
299
$1.2K ﹤0.01%
8
300
$1.16K ﹤0.01%
500
10 11
12
13 14