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
$465M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.29M
3
+$1.81M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.58M
5
SRCL
Stericycle Inc
SRCL
+$977K

Top Sells

1
+$628K
2
+$526K
3
+$465K
4
AAPL icon
Apple
AAPL
+$465K
5
INTU icon
Intuit
INTU
+$442K

Sector Composition

1 Technology 26.45%
2 Healthcare 18.12%
3 Consumer Discretionary 11.64%
4 Financials 8.94%
5 Industrials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.43M 0.52%
5,048
+94
52
$1.97M 0.42%
15,695
53
$1.81M 0.39%
+12,000
54
$1.78M 0.38%
7,548
+825
55
$1.69M 0.36%
25,921
+1,120
56
$1.62M 0.35%
27,200
57
$1.6M 0.34%
19,000
-3,840
58
$1.57M 0.34%
36,344
+4,610
59
$1.57M 0.34%
4,692
-45
60
$1.5M 0.32%
13,749
61
$1.48M 0.32%
10,775
-2,095
62
$1.39M 0.3%
21,840
+3,155
63
$1.38M 0.3%
9,967
64
$1.37M 0.29%
11,220
-575
65
$1.36M 0.29%
9,790
+800
66
$1.24M 0.27%
4,127
-201
67
$1.16M 0.25%
13,190
-825
68
$1.1M 0.24%
60,000
69
$1.07M 0.23%
87,194
-18,425
70
$1.01M 0.22%
14,015
-7,282
71
$998K 0.21%
6,150
-232
72
$992K 0.21%
5,125
+570
73
$988K 0.21%
5,330
+1,880
74
$980K 0.21%
8,400
75
$977K 0.21%
+15,500
1 2
3
4 5