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
101
$556K 0.11%
+21,075
102
$551K 0.11%
+21,075
103
$549K 0.11%
5,980
+1,495
104
$537K 0.11%
+21,075
105
$525K 0.11%
2,344
+210
106
$520K 0.1%
23,500
107
$487K 0.1%
16,100
-24,170
108
$478K 0.1%
5,600
109
$369K 0.07%
3,521
+1,443
110
$361K 0.07%
1,225
111
$357K 0.07%
3,000
112
$357K 0.07%
+2,788
113
$321K 0.06%
6,892
114
$319K 0.06%
876
+114
115
$310K 0.06%
3,310
-200
116
$306K 0.06%
1,902
117
$300K 0.06%
12,612
-487
118
$291K 0.06%
6,350
119
$253K 0.05%
1,200
120
$248K 0.05%
1,617
121
$241K 0.05%
11,229
+6,557
122
$232K 0.05%
1,548
123
$222K 0.04%
3,825
+525
124
$218K 0.04%
3,908
+944
125
$215K 0.04%
6,000
3 4
5
6 7