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
$367M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.7M
3
+$1.2M
4
CMA icon
Comerica
CMA
+$1.17M
5
ILMN icon
Illumina
ILMN
+$828K

Top Sells

1
+$2.37M
2
+$1.26M
3
+$1.24M
4
MDSO
Medidata Solutions, Inc.
MDSO
+$1.2M
5
META icon
Meta Platforms (Facebook)
META
+$1.07M

Sector Composition

1 Technology 22.55%
2 Healthcare 15.01%
3 Consumer Discretionary 12.75%
4 Industrials 11.18%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$166K 0.05%
10,182
+182
127
$159K 0.04%
4,035
128
$151K 0.04%
710
129
$149K 0.04%
2,725
130
$148K 0.04%
927
131
$147K 0.04%
2,703
132
$144K 0.04%
1,772
133
$140K 0.04%
2,425
+700
134
$138K 0.04%
690
135
$129K 0.04%
1,475
+975
136
$126K 0.03%
1,572
+419
137
$121K 0.03%
450
138
$119K 0.03%
2,898
+152
139
$117K 0.03%
1,050
140
$111K 0.03%
1,000
141
$109K 0.03%
4,500
142
$108K 0.03%
2,925
143
$108K 0.03%
3,000
144
$107K 0.03%
800
145
$105K 0.03%
2,000
146
$105K 0.03%
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147
$103K 0.03%
+7,335
148
$102K 0.03%
+8,230
149
$102K 0.03%
500
150
$102K 0.03%
2,150
+1,100
4 5
6
7 8