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
$459M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.34M
4
IR icon
Ingersoll Rand
IR
+$1.26M
5
VEEV icon
Veeva Systems
VEEV
+$1.16M

Top Sells

1
+$1.42M
2
+$1.38M
3
+$1.2M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.16M
5
ORCL icon
Oracle
ORCL
+$1.09M

Sector Composition

1 Technology 30.94%
2 Healthcare 16.86%
3 Consumer Discretionary 9.35%
4 Industrials 8.61%
5 Financials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$219K 0.05%
2,055
127
$216K 0.05%
8,557
-150
128
$213K 0.05%
4,069
-6,886
129
$206K 0.04%
756
+258
130
$202K 0.04%
950
131
$195K 0.04%
2,355
132
$195K 0.04%
1,000
133
$195K 0.04%
6,279
-639
134
$194K 0.04%
3,426
+484
135
$190K 0.04%
6,925
-850
136
$172K 0.04%
500
-19
137
$172K 0.04%
472
138
$170K 0.04%
1,000
139
$168K 0.04%
1,850
-460
140
$168K 0.04%
1,148
141
$167K 0.04%
250
-9
142
$167K 0.04%
10,490
143
$163K 0.04%
9,605
-2,053
144
$159K 0.03%
1,163
145
$159K 0.03%
2,000
146
$157K 0.03%
342
147
$156K 0.03%
365
148
$156K 0.03%
6,500
149
$152K 0.03%
11,402
-786
150
$147K 0.03%
1,000
4 5
6
7 8