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
$465M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.29M
3
+$1.81M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.58M
5
SRCL
Stericycle Inc
SRCL
+$977K

Top Sells

1
+$628K
2
+$526K
3
+$465K
4
AAPL icon
Apple
AAPL
+$465K
5
INTU icon
Intuit
INTU
+$442K

Sector Composition

1 Technology 26.45%
2 Healthcare 18.12%
3 Consumer Discretionary 11.64%
4 Financials 8.94%
5 Industrials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.69M 1.44%
24,105
+606
27
$6.28M 1.35%
12,950
+685
28
$5.4M 1.16%
89,556
+6,397
29
$5.35M 1.15%
186,740
-9,300
30
$5.26M 1.13%
233,536
-16
31
$5.13M 1.11%
51,217
+4,815
32
$5.11M 1.1%
197,571
-10,885
33
$4.9M 1.05%
40,385
+560
34
$4.61M 0.99%
24,129
-56
35
$4.57M 0.98%
71,706
-302
36
$4.49M 0.97%
8,986
+335
37
$4.49M 0.97%
19,285
+1,075
38
$4.48M 0.96%
60,980
-600
39
$4.25M 0.92%
60,554
-4,509
40
$3.91M 0.84%
68,089
+883
41
$3.89M 0.84%
26,481
+1,148
42
$3.6M 0.77%
43,300
+19,000
43
$3.5M 0.75%
74,487
-6,310
44
$3.19M 0.69%
56,737
+2,245
45
$3.16M 0.68%
22,628
-4,500
46
$2.81M 0.6%
30,576
-2,320
47
$2.61M 0.56%
34,973
+1,410
48
$2.56M 0.55%
15,486
-400
49
$2.55M 0.55%
17,006
-212
50
$2.45M 0.53%
7,288
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