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
$585M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.53M
3
+$973K
4
AMZN icon
Amazon
AMZN
+$959K
5
SH icon
ProShares Short S&P500
SH
+$956K

Top Sells

1
+$1.68M
2
+$1.54M
3
+$1.29M
4
ITW icon
Illinois Tool Works
ITW
+$1.17M
5
ZTS icon
Zoetis
ZTS
+$888K

Sector Composition

1 Technology 39.19%
2 Healthcare 12.98%
3 Consumer Discretionary 9.54%
4 Industrials 8.17%
5 Consumer Staples 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.98M 1.36%
24,251
-138
27
$7.7M 1.32%
10,489
-116
28
$7.53M 1.29%
7,366
+249
29
$6.63M 1.13%
122,845
-2,750
30
$6.29M 1.07%
26,903
+1,280
31
$6.15M 1.05%
25,840
-10
32
$6.03M 1.03%
17,516
-648
33
$5.95M 1.02%
25,690
-285
34
$5.79M 0.99%
30,123
-2,054
35
$4.52M 0.77%
143,734
-19,560
36
$4.2M 0.72%
53,604
37
$4.15M 0.71%
63,350
38
$4.02M 0.69%
37,766
-6,015
39
$3.99M 0.68%
43,934
+1,000
40
$3.87M 0.66%
27,420
-100
41
$3.67M 0.63%
41,224
-2,013
42
$3.65M 0.62%
15,311
-210
43
$3.47M 0.59%
123,466
+3,192
44
$3.1M 0.53%
4,787
-239
45
$3M 0.51%
12,003
-25
46
$2.94M 0.5%
45,835
+6,695
47
$2.86M 0.49%
76,545
-2,560
48
$2.72M 0.46%
4,974
-1,100
49
$2.62M 0.45%
26,064
-16,694
50
$2.56M 0.44%
2,833
+1,694
1
2
3 4 5