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
$499M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.05M
3
+$1.57M
4
ATVI
Activision Blizzard
ATVI
+$1.52M
5
CHGG icon
Chegg
CHGG
+$1.4M

Top Sells

1
+$2.69M
2
+$2.15M
3
+$1.27M
4
AVGO icon
Broadcom
AVGO
+$1.03M
5
AAPL icon
Apple
AAPL
+$986K

Sector Composition

1 Technology 25.76%
2 Healthcare 16.09%
3 Consumer Discretionary 11.45%
4 Industrials 9.04%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.49%
7,448
+1,248
52
$2.38M 0.48%
4,770
-448
53
$2.33M 0.47%
25,044
+16,322
54
$2.18M 0.44%
13,818
-1,363
55
$2.16M 0.43%
15,380
+4,870
56
$1.99M 0.4%
28,112
-30,448
57
$1.82M 0.37%
40,740
+22,210
58
$1.71M 0.34%
8,541
+2,409
59
$1.67M 0.33%
23,810
-200
60
$1.57M 0.31%
+42,362
61
$1.57M 0.31%
30,170
-6,174
62
$1.55M 0.31%
12,976
+97
63
$1.4M 0.28%
10,925
-770
64
$1.4M 0.28%
+16,319
65
$1.36M 0.27%
16,466
+15,846
66
$1.25M 0.25%
+5,247
67
$1.24M 0.25%
14,988
-10,083
68
$1.24M 0.25%
15,949
+5,899
69
$1.22M 0.25%
7,132
+1,980
70
$1.21M 0.24%
4,943
+468
71
$1.2M 0.24%
7,031
-1,239
72
$1.2M 0.24%
8,836
-779
73
$1.15M 0.23%
8,152
-215
74
$1.09M 0.22%
6,175
+145
75
$1.06M 0.21%
3,526
+1,129
1 2
3
4 5