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
326
$4.55K ﹤0.01%
455
327
$4.05K ﹤0.01%
125
328
$3.27K ﹤0.01%
+16
329
$3.04K ﹤0.01%
+58
330
$2.92K ﹤0.01%
+57
331
$2.54K ﹤0.01%
100
332
$2.49K ﹤0.01%
30
333
$2.43K ﹤0.01%
+90
334
$1.9K ﹤0.01%
19
+10
335
$1.73K ﹤0.01%
+27
336
$1.57K ﹤0.01%
29
337
$1.36K ﹤0.01%
9
338
$1.24K ﹤0.01%
+200
339
$1.23K ﹤0.01%
+20
340
$1.17K ﹤0.01%
15
341
$1.1K ﹤0.01%
50
342
$963 ﹤0.01%
+62
343
$575 ﹤0.01%
+36
344
$482 ﹤0.01%
15
345
$465 ﹤0.01%
4
346
$398 ﹤0.01%
9
347
$329 ﹤0.01%
+6
348
$193 ﹤0.01%
+10
349
$74 ﹤0.01%
+5
350
$35 ﹤0.01%
6
12 13
14
15 16