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
$542M
AUM Growth
+$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.03M
3
+$996K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$819K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$674K

Top Sells

1
+$1.25M
2
+$955K
3
+$935K
4
CTXS
Citrix Systems Inc
CTXS
+$894K
5
ATVI
Activision Blizzard
ATVI
+$886K

Sector Composition

1 Technology 27.27%
2 Healthcare 16.18%
3 Consumer Discretionary 10.66%
4 Financials 8.52%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.85M 0.53%
10,888
+1,548
52
$2.78M 0.51%
60,387
+10,352
53
$2.75M 0.51%
32,583
-11,074
54
$2.15M 0.4%
33,423
+31,248
55
$2.1M 0.39%
55,127
+5,640
56
$1.96M 0.36%
22,460
-2,065
57
$1.94M 0.36%
28,942
-14,261
58
$1.89M 0.35%
9,411
+3,195
59
$1.85M 0.34%
10,680
-245
60
$1.84M 0.34%
34,172
-15,387
61
$1.75M 0.32%
14,842
-22
62
$1.67M 0.31%
9,538
+587
63
$1.62M 0.3%
20,721
+8,644
64
$1.55M 0.29%
18,853
+653
65
$1.55M 0.29%
31,012
+737
66
$1.51M 0.28%
10,370
+3,983
67
$1.45M 0.27%
20,535
-460
68
$1.42M 0.26%
4,845
+228
69
$1.39M 0.26%
9,927
+39
70
$1.37M 0.25%
6,880
-171
71
$1.34M 0.25%
5,722
+162
72
$1.33M 0.24%
2,573
+2,003
73
$1.27M 0.24%
61,455
+26,680
74
$1.23M 0.23%
8,152
75
$1.22M 0.23%
20,135
+2,112
1 2
3
4 5