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
$366M
AUM Growth
-$861K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$856K
3
+$785K
4
PYPL icon
PayPal
PYPL
+$573K
5
AMGN icon
Amgen
AMGN
+$457K

Top Sells

1
+$1.79M
2
+$1.13M
3
+$784K
4
NFLX icon
Netflix
NFLX
+$518K
5
RVTY icon
Revvity
RVTY
+$397K

Sector Composition

1 Technology 22.7%
2 Healthcare 15.1%
3 Consumer Discretionary 12.74%
4 Industrials 10.34%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.48%
23,310
-2,684
52
$1.75M 0.48%
25,742
+5
53
$1.74M 0.48%
31,700
54
$1.71M 0.47%
23,032
55
$1.7M 0.46%
25,709
+6,495
56
$1.65M 0.45%
20,425
+10,600
57
$1.55M 0.42%
15,005
+5,530
58
$1.36M 0.37%
14,135
-50
59
$1.36M 0.37%
9,900
60
$1.29M 0.35%
6,675
+15
61
$1.27M 0.35%
19,553
+670
62
$1.26M 0.35%
31,381
+1,140
63
$1.22M 0.33%
24,816
-985
64
$1.22M 0.33%
14,305
-4,660
65
$1.2M 0.33%
30,990
-1,705
66
$1.13M 0.31%
+80,000
67
$1.11M 0.3%
15,777
+575
68
$1.06M 0.29%
3,581
+100
69
$998K 0.27%
34,922
-1,200
70
$989K 0.27%
7,950
+115
71
$968K 0.26%
3,272
+668
72
$960K 0.26%
42,475
73
$949K 0.26%
3,737
+1,037
74
$899K 0.25%
47,708
-8,730
75
$893K 0.24%
10,669
+575
1 2
3
4 5