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
$459M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.34M
4
IR icon
Ingersoll Rand
IR
+$1.26M
5
VEEV icon
Veeva Systems
VEEV
+$1.16M

Top Sells

1
+$1.42M
2
+$1.38M
3
+$1.2M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.16M
5
ORCL icon
Oracle
ORCL
+$1.09M

Sector Composition

1 Technology 30.94%
2 Healthcare 16.86%
3 Consumer Discretionary 9.35%
4 Industrials 8.61%
5 Financials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$658K 0.14%
6,004
+35
77
$640K 0.14%
20,235
+11,930
78
$630K 0.14%
9,484
+50
79
$628K 0.14%
2,597
-2,935
80
$616K 0.13%
3,975
-527
81
$579K 0.13%
1,680
82
$578K 0.13%
8,484
-415
83
$507K 0.11%
8,450
+3,487
84
$498K 0.11%
20,975
85
$479K 0.1%
11,747
-6,591
86
$467K 0.1%
1,353
-47
87
$436K 0.09%
10,000
88
$427K 0.09%
8,910
89
$422K 0.09%
2,198
-2,862
90
$411K 0.09%
155
+8
91
$409K 0.09%
10,000
92
$402K 0.09%
3,650
93
$401K 0.09%
7,118
-1,153
94
$398K 0.09%
+4,260
95
$378K 0.08%
5,000
-4,800
96
$373K 0.08%
4,927
+1,338
97
$373K 0.08%
1,242
+418
98
$355K 0.08%
10,267
99
$351K 0.08%
8,532
+615
100
$343K 0.07%
4,513
-193
2 3
4
5 6