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
$499M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.05M
3
+$1.57M
4
ATVI
Activision Blizzard
ATVI
+$1.52M
5
CHGG icon
Chegg
CHGG
+$1.4M

Top Sells

1
+$2.69M
2
+$2.15M
3
+$1.27M
4
AVGO icon
Broadcom
AVGO
+$1.03M
5
AAPL icon
Apple
AAPL
+$986K

Sector Composition

1 Technology 25.76%
2 Healthcare 16.09%
3 Consumer Discretionary 11.45%
4 Industrials 9.04%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.21%
2,666
-1,051
77
$1.04M 0.21%
60,000
78
$1.02M 0.2%
17,975
+16,775
79
$1.01M 0.2%
+24,870
80
$995K 0.2%
3,999
+779
81
$986K 0.2%
8,910
82
$889K 0.18%
8,215
-300
83
$858K 0.17%
5,635
84
$835K 0.17%
23,047
-242
85
$832K 0.17%
6,262
+5,948
86
$828K 0.17%
11,000
87
$826K 0.17%
12,231
-3,269
88
$823K 0.16%
9,800
89
$819K 0.16%
10,799
-10,741
90
$799K 0.16%
8,854
+8,229
91
$774K 0.16%
35,131
+250
92
$712K 0.14%
34,064
+3,438
93
$695K 0.14%
7,240
-5,468
94
$692K 0.14%
1,454
+80
95
$663K 0.13%
4,034
+167
96
$632K 0.13%
5,550
97
$593K 0.12%
1,680
98
$581K 0.12%
10,576
+309
99
$565K 0.11%
5,248
-125
100
$558K 0.11%
4,200
-4,200
2 3
4
5 6