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
$459M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.34M
4
IR icon
Ingersoll Rand
IR
+$1.26M
5
VEEV icon
Veeva Systems
VEEV
+$1.16M

Top Sells

1
+$1.42M
2
+$1.38M
3
+$1.2M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.16M
5
ORCL icon
Oracle
ORCL
+$1.09M

Sector Composition

1 Technology 30.94%
2 Healthcare 16.86%
3 Consumer Discretionary 9.35%
4 Industrials 8.61%
5 Financials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.27M 1.36%
37,992
-2,576
27
$6.24M 1.36%
21,136
-639
28
$5.5M 1.2%
53,296
-1,900
29
$5.49M 1.2%
29,858
+1,710
30
$5.45M 1.19%
24,474
+128
31
$5.33M 1.16%
16,754
-384
32
$5.03M 1.1%
10,832
-23
33
$5M 1.09%
48,121
34
$4.78M 1.04%
177,322
-9,862
35
$4.46M 0.97%
160,550
+23,430
36
$4.22M 0.92%
59,053
37
$4.06M 0.88%
24,527
-605
38
$3.98M 0.87%
54,653
-1,285
39
$3.83M 0.83%
54,897
-390
40
$3.59M 0.78%
19,710
-66
41
$3.45M 0.75%
37,103
-11,756
42
$3.28M 0.71%
19,020
+4,748
43
$3.24M 0.71%
14,503
-2,821
44
$3.19M 0.69%
17,896
-117
45
$2.85M 0.62%
24,387
+4,655
46
$2.74M 0.6%
27,638
-497
47
$2.63M 0.57%
6,398
48
$2.48M 0.54%
14,923
-100
49
$2.23M 0.48%
22,650
-6,635
50
$1.96M 0.43%
33,727
+21,697
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