AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$553M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$474K
3
+$448K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$388K
5
MBLY icon
Mobileye
MBLY
+$321K

Top Sells

1
+$9.15M
2
+$6.03M
3
+$4.78M
4
VEEV icon
Veeva Systems
VEEV
+$2.48M
5
BDX icon
Becton Dickinson
BDX
+$1.94M

Sector Composition

1 Technology 36.22%
2 Healthcare 13.61%
3 Consumer Discretionary 10.15%
4 Industrials 8.42%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.46M 1.35%
47,776
-685
27
$6.65M 1.2%
29,011
-8,477
28
$6.48M 1.17%
24,099
-1,266
29
$6.44M 1.17%
9,723
+715
30
$5.97M 1.08%
30,086
+746
31
$5.77M 1.04%
22,770
-2,390
32
$5.67M 1.03%
102,850
-3,375
33
$5.44M 0.99%
14,856
-2,375
34
$5.16M 0.93%
8,397
-7,793
35
$4.62M 0.84%
35,296
-5,609
36
$4.39M 0.8%
12,465
+511
37
$4.32M 0.78%
111,434
-28,100
38
$4.07M 0.74%
13,332
-1,681
39
$3.91M 0.71%
44,560
+1,290
40
$3.54M 0.64%
4,283
-17
41
$3.49M 0.63%
2,632
-6,906
42
$3.13M 0.57%
38,307
+1,488
43
$3.1M 0.56%
38,755
-5,986
44
$2.96M 0.54%
4,722
-65
45
$2.89M 0.52%
42,613
-5,943
46
$2.82M 0.51%
20,160
-750
47
$2.79M 0.51%
4,966
+2
48
$2.5M 0.45%
63,152
+455
49
$2.44M 0.44%
55,160
+880
50
$2.37M 0.43%
92,770
+615
1
2
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