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
$367M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.7M
3
+$1.2M
4
CMA icon
Comerica
CMA
+$1.17M
5
ILMN icon
Illumina
ILMN
+$828K

Top Sells

1
+$2.37M
2
+$1.26M
3
+$1.24M
4
MDSO
Medidata Solutions, Inc.
MDSO
+$1.2M
5
META icon
Meta Platforms (Facebook)
META
+$1.07M

Sector Composition

1 Technology 22.55%
2 Healthcare 15.01%
3 Consumer Discretionary 12.75%
4 Industrials 11.18%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.04M 1.37%
53,180
+1,960
27
$4.66M 1.27%
90,822
+210
28
$4.65M 1.27%
29,932
-102
29
$4.58M 1.25%
22,044
+210
30
$4.34M 1.18%
266,588
+3,600
31
$4.32M 1.18%
31,797
+1,065
32
$4.12M 1.12%
189,320
+1,205
33
$4.08M 1.11%
32,232
+13,431
34
$4.05M 1.1%
11,016
+270
35
$3.88M 1.06%
42,831
-13,310
36
$3.44M 0.94%
63,720
-360
37
$3.2M 0.87%
25,291
-245
38
$3.13M 0.86%
100,601
+2,873
39
$3.11M 0.85%
18,834
+1,500
40
$3.04M 0.83%
56,454
+6,802
41
$3M 0.82%
34,544
+500
42
$2.77M 0.76%
30,104
-2,710
43
$2.71M 0.74%
19,980
-50
44
$2.49M 0.68%
67,835
-2,360
45
$2.39M 0.65%
1,277
+12
46
$2.33M 0.64%
19,801
+10
47
$2.31M 0.63%
14,115
+1,540
48
$2.19M 0.6%
33,143
+100
49
$1.94M 0.53%
23,032
-1,200
50
$1.91M 0.52%
16,825
+575
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2
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