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
$585M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.53M
3
+$973K
4
AMZN icon
Amazon
AMZN
+$959K
5
SH icon
ProShares Short S&P500
SH
+$956K

Top Sells

1
+$1.68M
2
+$1.54M
3
+$1.29M
4
ITW icon
Illinois Tool Works
ITW
+$1.17M
5
ZTS icon
Zoetis
ZTS
+$888K

Sector Composition

1 Technology 39.19%
2 Healthcare 12.98%
3 Consumer Discretionary 9.54%
4 Industrials 8.17%
5 Consumer Staples 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.33M 0.4%
15,328
+180
52
$2.3M 0.39%
33,918
+8,150
53
$2.2M 0.38%
22,727
+7,037
54
$2.1M 0.36%
12,642
-4,310
55
$1.88M 0.32%
88,625
+10,800
56
$1.68M 0.29%
15,802
+7,745
57
$1.63M 0.28%
9,415
-5,125
58
$1.56M 0.27%
21,972
+10
59
$1.45M 0.25%
7,166
-2,090
60
$1.34M 0.23%
18,822
+805
61
$1.32M 0.23%
7,700
-1,671
62
$1.27M 0.22%
10,992
+4,900
63
$1.25M 0.21%
28,581
64
$1.25M 0.21%
2,561
+1,998
65
$1.24M 0.21%
35,175
+3,850
66
$1.2M 0.2%
7,256
-1,173
67
$1.05M 0.18%
6,714
-10
68
$1.02M 0.17%
24,571
+16,080
69
$1M 0.17%
45,165
+625
70
$991K 0.17%
21,706
+20,956
71
$929K 0.16%
89,717
-32,589
72
$898K 0.15%
172,785
+47,850
73
$833K 0.14%
7,735
+1,685
74
$784K 0.13%
11,175
+997
75
$750K 0.13%
22,195
+215
1 2
3
4 5