AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
This Quarter Return
+5.59%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$327M
AUM Growth
+$327M
(+3.9%)
Cap. Flow
-$3.58M
Cap. Flow
% of AUM
-1.09%
Top 10 Holdings %
Top 10 Hldgs %
27.23%
Holding
399
New
24
Increased
57
Reduced
86
Closed
27
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$2.22M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$1.85M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$1.31M |
| 4 |
iShares MSCI Emerging Markets Asia ETF
EEMA
|
$1.28M |
| 5 |
Knight Transportation
KNX
|
$1.22M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.64M |
| 2 |
BorgWarner
BWA
|
$1.87M |
| 3 |
Danaher
DHR
|
$1.47M |
| 4 |
KNGT
KNIGHT TRANSPORTATION INC
KNGT
|
$1.1M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$894K |
Sector Composition
| 1 | Technology | 19.8% |
| 2 | Healthcare | 14.82% |
| 3 | Industrials | 13.39% |
| 4 | Consumer Discretionary | 11.25% |
| 5 | Financials | 8.42% |
