AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$553M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$474K
3
+$448K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$388K
5
MBLY icon
Mobileye
MBLY
+$321K

Top Sells

1
+$9.15M
2
+$6.03M
3
+$4.78M
4
VEEV icon
Veeva Systems
VEEV
+$2.48M
5
BDX icon
Becton Dickinson
BDX
+$1.94M

Sector Composition

1 Technology 36.22%
2 Healthcare 13.61%
3 Consumer Discretionary 10.15%
4 Industrials 8.42%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.42%
11,256
-380
52
$2.18M 0.39%
15,218
-105
53
$2.13M 0.39%
29,811
+6,260
54
$1.99M 0.36%
3,449
+48
55
$1.67M 0.3%
9,322
-430
56
$1.51M 0.27%
13,597
-5
57
$1.51M 0.27%
24,826
-175
58
$1.45M 0.26%
14,760
+280
59
$1.39M 0.25%
8,462
-90
60
$1.39M 0.25%
19,563
-319
61
$1.32M 0.24%
52,005
+115
62
$1.17M 0.21%
17,778
-1,765
63
$1.16M 0.21%
2,477
+265
64
$1.15M 0.21%
14,738
+415
65
$1.13M 0.21%
5,681
66
$1.11M 0.2%
5,305
-2,174
67
$1.09M 0.2%
2,200
68
$1.08M 0.2%
75,036
+22,300
69
$1.03M 0.19%
15,105
-3,585
70
$1.03M 0.19%
11,403
71
$1.03M 0.19%
6,855
-319
72
$981K 0.18%
8,350
+3,300
73
$944K 0.17%
20,854
+100
74
$895K 0.16%
7,735
75
$871K 0.16%
5,204
-145
1 2
3
4 5