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
$346M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$955K
2
+$377K
3
+$306K
4
IAT icon
iShares US Regional Banks ETF
IAT
+$285K
5
AMZN icon
Amazon
AMZN
+$265K

Top Sells

1
+$1.25M
2
+$1.1M
3
+$513K
4
WBA
Walgreens Boots Alliance
WBA
+$503K
5
ABBV icon
AbbVie
ABBV
+$461K

Sector Composition

1 Technology 23.39%
2 Healthcare 15.55%
3 Consumer Discretionary 12.86%
4 Industrials 10.55%
5 Financials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.56M 1.32%
51,220
+2,980
27
$4.48M 1.3%
90,612
-675
28
$4.46M 1.29%
163,651
+13,850
29
$4.33M 1.25%
22,655
-20
30
$4.23M 1.22%
262,988
-200
31
$4.19M 1.21%
21,834
+110
32
$4.16M 1.2%
30,732
+75
33
$4.11M 1.19%
56,141
+600
34
$3.83M 1.11%
10,746
-165
35
$3.76M 1.09%
64,080
-2,020
36
$3.68M 1.06%
188,115
+2,050
37
$3.52M 1.02%
32,814
+495
38
$3.17M 0.92%
97,728
+254
39
$2.99M 0.86%
25,536
+109
40
$2.77M 0.8%
17,334
41
$2.6M 0.75%
20,030
-425
42
$2.48M 0.72%
49,652
+727
43
$2.38M 0.69%
34,044
-900
44
$2.35M 0.68%
19,791
+400
45
$2.26M 0.65%
70,195
46
$2.23M 0.65%
33,043
+240
47
$2.21M 0.64%
1,265
+25
48
$2.03M 0.59%
18,801
+1,660
49
$1.91M 0.55%
19,815
+2,675
50
$1.8M 0.52%
12,575
+135
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