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
$553M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$474K
3
+$448K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$388K
5
MBLY icon
Mobileye
MBLY
+$321K

Top Sells

1
+$9.15M
2
+$6.03M
3
+$4.78M
4
VEEV icon
Veeva Systems
VEEV
+$2.48M
5
BDX icon
Becton Dickinson
BDX
+$1.94M

Sector Composition

1 Technology 36.22%
2 Healthcare 13.61%
3 Consumer Discretionary 10.15%
4 Industrials 8.42%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$112K 0.02%
500
152
$109K 0.02%
250
153
$103K 0.02%
475
154
$101K 0.02%
1,300
-100
155
$100K 0.02%
2,862
156
$99.6K 0.02%
818
157
$98.8K 0.02%
3,900
158
$98.3K 0.02%
234
-875
159
$97.5K 0.02%
2,187
160
$96.3K 0.02%
1,000
161
$95.5K 0.02%
1,557
162
$94.4K 0.02%
2,000
163
$92K 0.02%
360
164
$90.8K 0.02%
1,472
-541
165
$90.5K 0.02%
815
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166
$88.6K 0.02%
2,000
167
$87.7K 0.02%
1,221
168
$87.4K 0.02%
600
-400
169
$87.2K 0.02%
800
170
$86.4K 0.02%
856
171
$84.4K 0.02%
8,230
172
$82.8K 0.02%
400
173
$82.8K 0.02%
442
174
$80.6K 0.01%
1,225
-200
175
$80.4K 0.01%
650
5 6
7
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