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
$598M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.94M
3
+$1.74M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.13M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.01M

Top Sells

1
+$1.99M
2
+$1.21M
3
+$1.12M
4
BWXT icon
BWX Technologies
BWXT
+$885K
5
MPWR icon
Monolithic Power Systems
MPWR
+$711K

Sector Composition

1 Technology 28.48%
2 Healthcare 15.6%
3 Consumer Discretionary 10.52%
4 Industrials 8.04%
5 Financials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.28M 0.55%
6,870
-145
52
$3.27M 0.55%
9,294
+766
53
$3.26M 0.55%
46,620
+13,197
54
$3.09M 0.52%
57,575
-2,812
55
$2.64M 0.44%
32,134
-449
56
$2.28M 0.38%
16,177
+1,335
57
$2.2M 0.37%
9,609
+198
58
$2.19M 0.37%
54,957
-170
59
$2.11M 0.35%
10,503
-177
60
$2.07M 0.35%
23,740
+1,280
61
$1.82M 0.3%
3,054
+481
62
$1.77M 0.3%
10,643
+273
63
$1.74M 0.29%
+11,522
64
$1.72M 0.29%
19,764
+911
65
$1.7M 0.28%
23,203
-5,739
66
$1.64M 0.27%
20,791
+70
67
$1.57M 0.26%
9,627
-300
68
$1.57M 0.26%
6,474
-406
69
$1.56M 0.26%
8,294
-1,244
70
$1.53M 0.26%
31,012
71
$1.52M 0.25%
19,891
-644
72
$1.47M 0.25%
8,446
+294
73
$1.39M 0.23%
5,549
-173
74
$1.36M 0.23%
23,064
+1,460
75
$1.34M 0.22%
4,585
-260
1 2
3
4 5