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
$366M
AUM Growth
-$861K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$856K
3
+$785K
4
PYPL icon
PayPal
PYPL
+$573K
5
AMGN icon
Amgen
AMGN
+$457K

Top Sells

1
+$1.79M
2
+$1.13M
3
+$784K
4
NFLX icon
Netflix
NFLX
+$518K
5
RVTY icon
Revvity
RVTY
+$397K

Sector Composition

1 Technology 22.7%
2 Healthcare 15.1%
3 Consumer Discretionary 12.74%
4 Industrials 10.34%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$793K 0.22%
6,735
+275
77
$786K 0.21%
21,650
78
$752K 0.21%
9,600
-2,600
79
$716K 0.2%
12,950
-500
80
$713K 0.19%
20,926
-1,991
81
$700K 0.19%
30,274
82
$690K 0.19%
4,777
-129
83
$637K 0.17%
15,285
-1,575
84
$587K 0.16%
12,583
-1,425
85
$580K 0.16%
9,800
-300
86
$557K 0.15%
5,460
-700
87
$555K 0.15%
4,287
-435
88
$498K 0.14%
2,575
+2,365
89
$495K 0.14%
11,050
+900
90
$459K 0.13%
6,173
-700
91
$444K 0.12%
2,068
92
$436K 0.12%
3,169
93
$413K 0.11%
1,172
94
$412K 0.11%
1,680
95
$391K 0.11%
7,752
-475
96
$382K 0.1%
+2,505
97
$376K 0.1%
5,600
-150
98
$375K 0.1%
5,600
-800
99
$375K 0.1%
2,107
-95
100
$373K 0.1%
3,600
2 3
4
5 6