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
151
$132K 0.02%
1,000
152
$132K 0.02%
1,200
153
$130K 0.02%
1,284
-1,368
154
$126K 0.02%
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155
$121K 0.02%
2,400
156
$119K 0.02%
560
157
$119K 0.02%
1,400
158
$116K 0.02%
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159
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500
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242
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162
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163
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164
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166
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167
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173
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174
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738
175
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