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
301
$12.3K ﹤0.01%
74
302
$12.2K ﹤0.01%
978
303
$11.8K ﹤0.01%
500
304
$11.7K ﹤0.01%
1,000
305
$11.4K ﹤0.01%
1,200
306
$11.4K ﹤0.01%
+300
307
$11.2K ﹤0.01%
350
308
$11.1K ﹤0.01%
+150
309
$11K ﹤0.01%
31
310
$10.1K ﹤0.01%
53
-31
311
$9.39K ﹤0.01%
100
312
$8.88K ﹤0.01%
+100
313
$8.83K ﹤0.01%
1,000
314
$8.45K ﹤0.01%
1,000
315
$8.35K ﹤0.01%
35
316
$7.98K ﹤0.01%
+70
317
$7.43K ﹤0.01%
+110
318
$7.43K ﹤0.01%
209
-768
319
$7.15K ﹤0.01%
20
320
$6.52K ﹤0.01%
232
-197
321
$6.47K ﹤0.01%
138
+13
322
$6.15K ﹤0.01%
70
-111
323
$5.95K ﹤0.01%
44
324
$5.47K ﹤0.01%
+120
325
$5.09K ﹤0.01%
186
-1,017
11 12
13
14 15