AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.53M
3
+$973K
4
AMZN icon
Amazon
AMZN
+$959K
5
SH icon
ProShares Short S&P500
SH
+$956K

Top Sells

1
+$1.68M
2
+$1.54M
3
+$1.29M
4
ITW icon
Illinois Tool Works
ITW
+$1.17M
5
ZTS icon
Zoetis
ZTS
+$888K

Sector Composition

1 Technology 39.19%
2 Healthcare 12.98%
3 Consumer Discretionary 9.54%
4 Industrials 8.17%
5 Consumer Staples 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$110K 0.02%
935
152
$109K 0.02%
3,900
-1,320
153
$107K 0.02%
500
154
$103K 0.02%
1,400
155
$97.8K 0.02%
4,881
156
$96.9K 0.02%
15,450
+900
157
$95.7K 0.02%
500
158
$94.5K 0.02%
360
159
$92.3K 0.02%
475
160
$90.1K 0.02%
818
161
$89.6K 0.02%
803
+28
162
$88.1K 0.02%
404
163
$86.8K 0.01%
183
164
$85.6K 0.01%
1,802
-303
165
$85.2K 0.01%
8,230
166
$85K 0.01%
500
167
$84K 0.01%
3,088
168
$82.2K 0.01%
1,132
169
$80.1K 0.01%
400
170
$79.7K 0.01%
650
171
$78.4K 0.01%
250
172
$77.4K 0.01%
1,550
-212
173
$75.8K 0.01%
2,000
174
$74.7K 0.01%
1,851
175
$73.8K 0.01%
2,047
-739
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7
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