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
$346M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$955K
2
+$377K
3
+$306K
4
IAT icon
iShares US Regional Banks ETF
IAT
+$285K
5
AMZN icon
Amazon
AMZN
+$265K

Top Sells

1
+$1.25M
2
+$1.1M
3
+$513K
4
WBA
Walgreens Boots Alliance
WBA
+$503K
5
ABBV icon
AbbVie
ABBV
+$461K

Sector Composition

1 Technology 23.39%
2 Healthcare 15.55%
3 Consumer Discretionary 12.86%
4 Industrials 10.55%
5 Financials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$155K 0.04%
10,000
+3,333
127
$153K 0.04%
4,035
128
$147K 0.04%
2,725
129
$143K 0.04%
710
-1,186
130
$142K 0.04%
2,703
131
$138K 0.04%
1,772
132
$135K 0.04%
450
133
$129K 0.04%
690
134
$121K 0.04%
1,331
135
$118K 0.03%
2,746
-40
136
$115K 0.03%
1,050
-650
137
$115K 0.03%
714
138
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3,000
139
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2,000
140
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4,500
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141
$102K 0.03%
3,135
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142
$99K 0.03%
2,925
143
$96K 0.03%
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144
$96K 0.03%
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145
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500
146
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6,000
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147
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600
148
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2,000
149
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800
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150
$91K 0.03%
4,000
4 5
6
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