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
$346M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$955K
2
+$377K
3
+$306K
4
IAT icon
iShares US Regional Banks ETF
IAT
+$285K
5
AMZN icon
Amazon
AMZN
+$265K

Top Sells

1
+$1.25M
2
+$1.1M
3
+$513K
4
WBA
Walgreens Boots Alliance
WBA
+$503K
5
ABBV icon
AbbVie
ABBV
+$461K

Sector Composition

1 Technology 23.39%
2 Healthcare 15.55%
3 Consumer Discretionary 12.86%
4 Industrials 10.55%
5 Financials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$815K 0.24%
7,835
+130
77
$767K 0.22%
9,570
+650
78
$752K 0.22%
35,274
79
$735K 0.21%
32,475
80
$696K 0.2%
5,109
-184
81
$673K 0.19%
20,600
-200
82
$664K 0.19%
8,311
83
$654K 0.19%
6,460
84
$648K 0.19%
6,160
+1,175
85
$645K 0.19%
9,800
86
$613K 0.18%
7,700
87
$551K 0.16%
3,169
88
$541K 0.16%
3,872
89
$410K 0.12%
1,187
+35
90
$408K 0.12%
5,373
91
$398K 0.12%
8,227
92
$383K 0.11%
5,750
93
$370K 0.11%
10,150
+1,150
94
$362K 0.1%
4,100
95
$354K 0.1%
1,680
96
$353K 0.1%
2,863
97
$347K 0.1%
1,218
+1,073
98
$337K 0.1%
3,245
+2,245
99
$323K 0.09%
6,400
100
$305K 0.09%
3,860
2 3
4
5 6