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
151
$125K 0.03%
1,400
152
$116K 0.02%
1,572
153
$115K 0.02%
2,400
154
$114K 0.02%
8,500
155
$113K 0.02%
8,230
156
$111K 0.02%
7,335
157
$107K 0.02%
480
158
$106K 0.02%
250
159
$104K 0.02%
1,400
160
$96K 0.02%
400
161
$95K 0.02%
1,208
+267
162
$95K 0.02%
+195
163
$93K 0.02%
500
164
$93K 0.02%
7,000
+1,200
165
$93K 0.02%
1,301
166
$92K 0.02%
2,000
167
$86K 0.02%
941
+1
168
$85K 0.02%
1,185
-9,280
169
$82K 0.02%
+1,132
170
$82K 0.02%
10,000
171
$80K 0.02%
200
172
$78K 0.02%
612
-418
173
$73K 0.01%
2,000
174
$72K 0.01%
1,664
175
$67K 0.01%
1,875
5 6
7
8 9