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
$529M
AUM Growth
-$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.21M
3 +$853K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$609K
5
ADBE icon
Adobe
ADBE
+$426K

Top Sells

1 +$2.17M
2 +$1.34M
3 +$1.29M
4
EEMA icon
iShares MSCI Emerging Markets Asia ETF
EEMA
+$1.19M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.07M

Sector Composition

1 Technology 28.42%
2 Healthcare 16.07%
3 Consumer Discretionary 9.91%
4 Financials 8.15%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$269K 0.05%
2,700
127
$256K 0.05%
9,962
128
$252K 0.05%
1,617
129
$248K 0.05%
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130
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596
133
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134
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135
$193K 0.04%
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136
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137
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144
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146
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149
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500
150
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2,355