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
$499M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.05M
3
+$1.57M
4
ATVI
Activision Blizzard
ATVI
+$1.52M
5
CHGG icon
Chegg
CHGG
+$1.4M

Top Sells

1
+$2.69M
2
+$2.15M
3
+$1.27M
4
AVGO icon
Broadcom
AVGO
+$1.03M
5
AAPL icon
Apple
AAPL
+$986K

Sector Composition

1 Technology 25.76%
2 Healthcare 16.09%
3 Consumer Discretionary 11.45%
4 Industrials 9.04%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.28M 1.46%
23,850
+1,575
27
$7.07M 1.42%
25,143
+1,520
28
$6.75M 1.35%
82,175
+38,875
29
$6.24M 1.25%
37,697
-2,464
30
$6.13M 1.23%
43,373
-3,974
31
$5.92M 1.18%
57,200
-3,440
32
$5.85M 1.17%
214,060
+32,789
33
$5.83M 1.17%
11,664
-21
34
$5.39M 1.08%
152,310
-17,680
35
$5.09M 1.02%
9,600
-2,400
36
$5M 1%
63,232
-6,055
37
$4.93M 0.99%
196,088
-5,148
38
$4.59M 0.92%
8,800
+467
39
$4.24M 0.85%
16,275
-260
40
$4.01M 0.8%
18,150
+1,644
41
$3.93M 0.79%
29,640
-936
42
$3.91M 0.78%
66,782
-259
43
$3.85M 0.77%
19,272
-1,602
44
$3.81M 0.76%
20,244
+649
45
$3.71M 0.74%
46,358
-4,690
46
$3.6M 0.72%
25,574
-146
47
$3.55M 0.71%
39,081
+4,458
48
$3.43M 0.69%
52,059
-576
49
$2.84M 0.57%
12,370
+965
50
$2.79M 0.56%
7,025
-180
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