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
$315M
AUM Growth
-$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.05M
3
+$1.63M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.58M
5
AVGO icon
Broadcom
AVGO
+$1.51M

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.3M
4
KNGT
KNIGHT TRANSPORTATION INC
KNGT
+$1.04M
5
CBRE icon
CBRE Group
CBRE
+$1.01M

Sector Composition

1 Technology 19.69%
2 Healthcare 14.37%
3 Industrials 12.71%
4 Consumer Discretionary 12.45%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$402K 0.13%
6,275
+5,953
102
$394K 0.13%
3,777
-630
103
$369K 0.12%
3,098
-703
104
$355K 0.11%
3,208
-565
105
$353K 0.11%
1,112
-60
106
$340K 0.11%
2,011
107
$333K 0.11%
10,560
+960
108
$320K 0.1%
7,135
-17,810
109
$294K 0.09%
4,800
110
$292K 0.09%
3,170
-276
111
$281K 0.09%
2,565
-150
112
$273K 0.09%
5,000
-11,000
113
$249K 0.08%
7,475
-5,500
114
$245K 0.08%
1,680
115
$240K 0.08%
10,000
-160
116
$222K 0.07%
+4,210
117
$220K 0.07%
1,545
+945
118
$216K 0.07%
5,880
-36,310
119
$211K 0.07%
3,085
120
$203K 0.06%
3,275
-8,934
121
$200K 0.06%
1,680
+120
122
$197K 0.06%
8,200
123
$196K 0.06%
6,892
+4,600
124
$188K 0.06%
2,034
+851
125
$188K 0.06%
9,520
-4,970
3 4
5
6 7