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 Buys

1
+$2.28M
2
+$1.54M
3
+$1.14M
4
ADP icon
Automatic Data Processing
ADP
+$731K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$622K

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
151
$100K 0.03%
1,153
152
$99K 0.03%
1,050
+794
153
$98K 0.02%
+1,000
154
$96K 0.02%
1,400
155
$95K 0.02%
600
156
$95K 0.02%
1,240
157
$95K 0.02%
1,601
158
$94K 0.02%
2,500
159
$94K 0.02%
1,000
160
$93K 0.02%
1,400
161
$92K 0.02%
400
162
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2,000
163
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300
164
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165
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166
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167
$84K 0.02%
600
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600
173
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$68K 0.02%
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175
$67K 0.02%
803
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