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
151
$146K 0.03%
1,279
+569
152
$144K 0.03%
1,716
153
$140K 0.03%
3,568
-183
154
$139K 0.03%
2,000
155
$138K 0.03%
15,854
+392
156
$135K 0.03%
1,000
157
$133K 0.03%
5,820
-2,000
158
$132K 0.03%
1,400
159
$129K 0.03%
574
-175
160
$129K 0.03%
3,100
161
$127K 0.03%
1,293
162
$125K 0.03%
1,157
-1,169
163
$124K 0.03%
1,756
+996
164
$123K 0.03%
1,000
-120
165
$123K 0.03%
2,772
+614
166
$116K 0.03%
511
167
$114K 0.02%
5,500
168
$114K 0.02%
926
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169
$113K 0.02%
566
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170
$107K 0.02%
503
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171
$104K 0.02%
1,813
172
$101K 0.02%
1,400
173
$100K 0.02%
2,027
174
$99.2K 0.02%
1,450
175
$99K 0.02%
508
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7
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