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
$366M
AUM Growth
-$861K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$856K
3
+$785K
4
PYPL icon
PayPal
PYPL
+$573K
5
AMGN icon
Amgen
AMGN
+$457K

Top Sells

1
+$1.79M
2
+$1.13M
3
+$784K
4
NFLX icon
Netflix
NFLX
+$518K
5
RVTY icon
Revvity
RVTY
+$397K

Sector Composition

1 Technology 22.7%
2 Healthcare 15.1%
3 Consumer Discretionary 12.74%
4 Industrials 10.34%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$95K 0.03%
2,500
-398
152
$95K 0.03%
2,400
153
$94K 0.03%
2,925
154
$94K 0.03%
1,000
-475
155
$93K 0.03%
2,000
156
$93K 0.03%
1,153
-419
157
$89K 0.02%
1,601
158
$88K 0.02%
400
159
$88K 0.02%
600
160
$88K 0.02%
2,150
161
$87K 0.02%
800
162
$86K 0.02%
2,000
163
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1,000
164
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1,400
165
$84K 0.02%
600
166
$83K 0.02%
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167
$83K 0.02%
400
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168
$82K 0.02%
1,500
169
$82K 0.02%
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170
$81K 0.02%
485
171
$79K 0.02%
480
172
$76K 0.02%
500
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173
$75K 0.02%
805
174
$74K 0.02%
600
175
$72K 0.02%
300
5 6
7
8 9