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
$367M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.7M
3
+$1.2M
4
CMA icon
Comerica
CMA
+$1.17M
5
ILMN icon
Illumina
ILMN
+$828K

Top Sells

1
+$2.37M
2
+$1.26M
3
+$1.24M
4
MDSO
Medidata Solutions, Inc.
MDSO
+$1.2M
5
META icon
Meta Platforms (Facebook)
META
+$1.07M

Sector Composition

1 Technology 22.55%
2 Healthcare 15.01%
3 Consumer Discretionary 12.75%
4 Industrials 11.18%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.52%
25,994
-32,639
52
$1.89M 0.51%
25,737
-350
53
$1.83M 0.5%
18,965
-850
54
$1.81M 0.49%
31,700
-1,100
55
$1.66M 0.45%
13,411
56
$1.48M 0.4%
32,695
+175
57
$1.4M 0.38%
19,214
+16,048
58
$1.39M 0.38%
14,185
-15
59
$1.34M 0.37%
6,660
+305
60
– –
0
61
$1.3M 0.35%
9,900
62
$1.29M 0.35%
30,241
63
$1.28M 0.35%
56,438
-4,025
64
$1.24M 0.34%
18,883
+85
65
$1.24M 0.34%
25,801
66
$1.17M 0.32%
15,202
+404
67
$1.08M 0.3%
9,475
+6,230
68
$1.04M 0.28%
36,122
69
$1.02M 0.28%
3,481
+90
70
$1M 0.27%
12,200
+600
71
$962K 0.26%
42,475
+10,000
72
$942K 0.26%
22,917
-2,547
73
$933K 0.25%
2,604
+2,311
74
$859K 0.23%
7,835
75
$849K 0.23%
10,094
+1,783
1 2
3
4 5