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
326
$9K ﹤0.01%
108
327
$9K ﹤0.01%
67
328
– –
0
329
$9K ﹤0.01%
+280
330
$9K ﹤0.01%
30
331
$8K ﹤0.01%
150
332
$8K ﹤0.01%
+300
333
$8K ﹤0.01%
52
-131
334
$8K ﹤0.01%
+190
335
$7K ﹤0.01%
186
336
$7K ﹤0.01%
125
-1
337
$6K ﹤0.01%
+631
338
$6K ﹤0.01%
+200
339
$6K ﹤0.01%
260
-528
340
$5K ﹤0.01%
+275
341
$5K ﹤0.01%
+1,890
342
$5K ﹤0.01%
71
343
$5K ﹤0.01%
118
344
$5K ﹤0.01%
100
345
$5K ﹤0.01%
99
346
$5K ﹤0.01%
+90
347
$5K ﹤0.01%
211
348
– –
0
349
$4K ﹤0.01%
170
350
$4K ﹤0.01%
78
12 13
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