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
$315M
AUM Growth
-$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1 +$2.36M
2 +$2.05M
3 +$1.63M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.58M
5
AVGO icon
Broadcom
AVGO
+$1.51M

Top Sells

1 +$1.36M
2 +$1.33M
3 +$1.3M
4
KNGT
KNIGHT TRANSPORTATION INC
KNGT
+$1.04M
5
CBRE icon
CBRE Group
CBRE
+$1.01M

Sector Composition

1 Technology 19.69%
2 Healthcare 14.37%
3 Industrials 12.71%
4 Consumer Discretionary 12.45%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
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1,100
-470
177
$81K 0.03%
600
178
$80K 0.03%
4,900
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180
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181
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537
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$70K 0.02%
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194
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3,185