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
$395M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.54M
3
+$1.14M
4
ADP icon
Automatic Data Processing
ADP
+$731K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$622K

Top Sells

1
+$2.13M
2
+$1.44M
3
+$746K
4
HAL icon
Halliburton
HAL
+$639K
5
ABBV icon
AbbVie
ABBV
+$604K

Sector Composition

1 Technology 24.33%
2 Healthcare 15.42%
3 Consumer Discretionary 12.09%
4 Industrials 9.97%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.47%
25,547
-195
52
$1.85M 0.47%
23,032
53
$1.75M 0.44%
20,714
-6,053
54
$1.68M 0.42%
31,700
55
$1.65M 0.42%
20,425
56
$1.62M 0.41%
14,625
+490
57
$1.53M 0.39%
15,805
+1,500
58
$1.46M 0.37%
16,490
-6,820
59
$1.45M 0.37%
6,775
+100
60
$1.4M 0.35%
31,381
61
$1.38M 0.35%
24,651
-165
62
$1.35M 0.34%
9,900
63
$1.34M 0.34%
18,684
-7,025
64
$1.33M 0.34%
19,153
-400
65
$1.2M 0.3%
3,724
+143
66
$1.17M 0.3%
80,000
67
$1.13M 0.29%
3,509
+237
68
$1.09M 0.28%
15,646
-131
69
$1.02M 0.26%
36,112
+1,190
70
$993K 0.25%
7,950
71
$969K 0.25%
42,475
72
$961K 0.24%
11,069
+400
73
$939K 0.24%
6,735
74
$919K 0.23%
2,425
+1,300
75
$817K 0.21%
21,980
+1,054
1 2
3
4 5