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
126
$211K 0.04%
565
-1,121
127
$210K 0.04%
90
-17
128
$205K 0.04%
4,518
+288
129
$203K 0.04%
2,703
130
$200K 0.04%
1,960
131
$199K 0.04%
1,200
132
$192K 0.04%
940
133
$188K 0.04%
250
134
$186K 0.04%
1,400
-417
135
$186K 0.04%
564
136
$183K 0.04%
12,151
137
$181K 0.04%
710
138
$172K 0.03%
4,393
+425
139
$171K 0.03%
537
140
$166K 0.03%
1,000
141
$166K 0.03%
365
142
$164K 0.03%
500
143
$159K 0.03%
1,695
+100
144
$152K 0.03%
2,355
145
$151K 0.03%
3,400
146
$148K 0.03%
610
147
$148K 0.03%
550
148
$145K 0.03%
16,500
149
$134K 0.03%
1,000
150
$134K 0.03%
2,000
4 5
6
7 8