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
$315M
AUM Growth
-$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.05M
3
+$1.63M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.58M
5
AVGO icon
Broadcom
AVGO
+$1.51M

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.3M
4
KNGT
KNIGHT TRANSPORTATION INC
KNGT
+$1.04M
5
CBRE icon
CBRE Group
CBRE
+$1.01M

Sector Composition

1 Technology 19.69%
2 Healthcare 14.37%
3 Industrials 12.71%
4 Consumer Discretionary 12.45%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15K ﹤0.01%
413
302
$15K ﹤0.01%
200
-100
303
$15K ﹤0.01%
200
304
$15K ﹤0.01%
+1,200
305
$15K ﹤0.01%
141
306
$15K ﹤0.01%
557
307
$14K ﹤0.01%
788
308
$14K ﹤0.01%
135
309
$14K ﹤0.01%
+105
310
$14K ﹤0.01%
300
311
$14K ﹤0.01%
+606
312
$13K ﹤0.01%
+209
313
$13K ﹤0.01%
238
314
$13K ﹤0.01%
390
315
$13K ﹤0.01%
500
316
$13K ﹤0.01%
500
317
$12K ﹤0.01%
+355
318
$12K ﹤0.01%
100
319
$12K ﹤0.01%
234
320
$11K ﹤0.01%
+608
321
$11K ﹤0.01%
204
322
$10K ﹤0.01%
175
323
$10K ﹤0.01%
+130
324
$10K ﹤0.01%
310
-331
325
$10K ﹤0.01%
+210
11 12
13
14 15