AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$553M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$474K
3
+$448K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$388K
5
MBLY icon
Mobileye
MBLY
+$321K

Top Sells

1
+$9.15M
2
+$6.03M
3
+$4.78M
4
VEEV icon
Veeva Systems
VEEV
+$2.48M
5
BDX icon
Becton Dickinson
BDX
+$1.94M

Sector Composition

1 Technology 36.22%
2 Healthcare 13.61%
3 Consumer Discretionary 10.15%
4 Industrials 8.42%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$379K 0.07%
10,000
102
$353K 0.06%
9,505
+2,400
103
$353K 0.06%
663
-5
104
$349K 0.06%
1,700
-160
105
$346K 0.06%
13,750
106
$326K 0.06%
1,143
+245
107
$311K 0.06%
568
108
$288K 0.05%
540
109
$274K 0.05%
920
110
$251K 0.05%
940
111
$237K 0.04%
250
112
$233K 0.04%
870
+15
113
$233K 0.04%
689
114
$230K 0.04%
6,000
115
$226K 0.04%
800
116
$224K 0.04%
2,000
117
$206K 0.04%
1,950
118
$204K 0.04%
8,451
119
$200K 0.04%
5,104
120
$192K 0.03%
725
121
$186K 0.03%
514
+10
122
$182K 0.03%
7,500
123
$180K 0.03%
2,000
124
$177K 0.03%
2,300
125
$172K 0.03%
781
3 4
5
6 7