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
$532M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$738K
3
+$645K
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$561K
5
ZS icon
Zscaler
ZS
+$477K

Top Sells

1
+$1.91M
2
+$1.01M
3
+$829K
4
AVGO icon
Broadcom
AVGO
+$735K
5
ICE icon
Intercontinental Exchange
ICE
+$679K

Sector Composition

1 Technology 25.91%
2 Healthcare 16.2%
3 Consumer Discretionary 11.01%
4 Financials 8.82%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.02M 0.57%
7,015
-10
52
$2.88M 0.54%
49,559
-2,500
53
$2.58M 0.49%
27,066
+2,022
54
$2.56M 0.48%
13,741
-77
55
$2.29M 0.43%
50,035
+9,295
56
$2.17M 0.41%
4,680
-90
57
$2.02M 0.38%
9,340
+2,208
58
$1.97M 0.37%
49,487
+7,125
59
$1.91M 0.36%
24,525
+715
60
$1.87M 0.35%
15,915
+535
61
$1.83M 0.35%
8,951
+410
62
$1.72M 0.32%
14,864
+1,888
63
$1.69M 0.32%
10,925
64
$1.64M 0.31%
30,275
+105
65
$1.49M 0.28%
18,200
+2,251
66
$1.46M 0.28%
20,995
-7,117
67
$1.44M 0.27%
4,617
+1,091
68
$1.41M 0.27%
16,976
+657
69
$1.33M 0.25%
9,888
+1,052
70
$1.31M 0.25%
5,560
+313
71
$1.3M 0.24%
8,910
72
$1.27M 0.24%
5,225
+1,226
73
$1.26M 0.24%
15,026
+38
74
$1.21M 0.23%
28,757
+3,887
75
$1.21M 0.23%
8,152
1 2
3
4 5