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
$395M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Sells

1 +$2.13M
2 +$1.44M
3 +$746K
4
HAL icon
Halliburton
HAL
+$639K
5
ABBV icon
AbbVie
ABBV
+$604K

Sector Composition

1 Technology 24.33%
2 Healthcare 15.42%
3 Consumer Discretionary 12.09%
4 Industrials 9.97%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$176K 0.04%
5,400
127
$173K 0.04%
10,547
+189
128
$172K 0.04%
21,044
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129
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710
130
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131
$152K 0.04%
450
132
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133
$143K 0.04%
1,000
134
$134K 0.03%
690
135
$133K 0.03%
3,360
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136
$131K 0.03%
2,725
137
$128K 0.03%
3,051
-3,530
138
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139
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140
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800
141
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142
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146
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147
$103K 0.03%
485
148
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149
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400
150
$100K 0.03%
2,000