AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
This Quarter Return
+12.14%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$598M
AUM Growth
+$598M
(+10%)
Cap. Flow
-$355K
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
32.6%
Holding
299
New
23
Increased
57
Reduced
72
Closed
9
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.97M |
| 2 |
Suncor Energy
SU
|
$1.94M |
| 3 |
Nexstar Media Group
NXST
|
$1.74M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.13M |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
$1.02M |
Top Sells
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.99M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.21M |
| 3 |
PayPal
PYPL
|
$1.12M |
| 4 |
BWX Technologies
BWXT
|
$885K |
| 5 |
Monolithic Power Systems
MPWR
|
$711K |
Sector Composition
| 1 | Technology | 28.48% |
| 2 | Healthcare | 15.6% |
| 3 | Consumer Discretionary | 10.52% |
| 4 | Industrials | 8.23% |
| 5 | Financials | 7.57% |
