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
$366M
AUM Growth
-$861K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$856K
3
+$785K
4
PYPL icon
PayPal
PYPL
+$573K
5
AMGN icon
Amgen
AMGN
+$457K

Top Sells

1
+$1.79M
2
+$1.13M
3
+$784K
4
NFLX icon
Netflix
NFLX
+$518K
5
RVTY icon
Revvity
RVTY
+$397K

Sector Composition

1 Technology 22.7%
2 Healthcare 15.1%
3 Consumer Discretionary 12.74%
4 Industrials 10.34%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.06M 1.38%
32,488
+691
27
$4.91M 1.34%
92,622
+1,800
28
$4.58M 1.25%
52,720
-460
29
$4.53M 1.24%
29,907
-25
30
$4.49M 1.23%
78,283
+54
31
$4.21M 1.15%
257,748
-8,840
32
$3.94M 1.08%
32,007
-225
33
$3.92M 1.07%
64,320
+600
34
$3.38M 0.93%
187,120
-2,200
35
$3.33M 0.91%
20,639
+1,805
36
$3.29M 0.9%
104,086
+3,485
37
$3.15M 0.86%
56,864
+410
38
$3.14M 0.86%
24,513
-778
39
$3.04M 0.83%
34,544
40
$2.54M 0.7%
1,295
+18
41
$2.54M 0.7%
19,581
-220
42
$2.51M 0.69%
14,845
+730
43
$2.43M 0.66%
9,082
-1,934
44
$2.31M 0.63%
19,765
-215
45
$2.23M 0.61%
26,767
-3,337
46
$2.15M 0.59%
33,653
+510
47
$2.13M 0.58%
23,225
-19,606
48
$2.07M 0.57%
16,620
-205
49
$1.96M 0.54%
58,380
-9,455
50
$1.87M 0.51%
15,831
+2,420
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