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
$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
326
-1,640
327
-90
328
-44
329
-207
330
-725