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
$459M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.34M
4
IR icon
Ingersoll Rand
IR
+$1.26M
5
VEEV icon
Veeva Systems
VEEV
+$1.16M

Top Sells

1
+$1.42M
2
+$1.38M
3
+$1.2M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.16M
5
ORCL icon
Oracle
ORCL
+$1.09M

Sector Composition

1 Technology 30.94%
2 Healthcare 16.86%
3 Consumer Discretionary 9.35%
4 Industrials 8.61%
5 Financials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.95M 0.43%
12,258
-275
52
$1.86M 0.41%
24,417
+10,308
53
$1.78M 0.39%
23,064
-3,121
54
$1.76M 0.38%
4,446
+1,065
55
$1.68M 0.37%
5,260
+130
56
$1.64M 0.36%
+2,413
57
$1.62M 0.35%
10,894
-51
58
$1.62M 0.35%
203,357
+201,405
59
$1.55M 0.34%
20,329
60
$1.44M 0.31%
18,735
+17,380
61
$1.41M 0.31%
25,433
-4,034
62
$1.34M 0.29%
24,482
-14,325
63
$1.29M 0.28%
29,497
-32,420
64
$1.26M 0.28%
31,306
65
$1.23M 0.27%
25,032
-636
66
$1.22M 0.27%
14,050
-4,846
67
$1.17M 0.25%
100,901
68
$1.08M 0.24%
6,634
-59
69
$977K 0.21%
9,644
-1,628
70
$934K 0.2%
7,010
-750
71
$909K 0.2%
36,975
72
$817K 0.18%
11,000
73
$793K 0.17%
31,475
74
$692K 0.15%
7,932
-2,110
75
$683K 0.15%
27,850
1 2
3
4 5