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
$82K 0.03%
1,100
-470
177
$81K 0.03%
600
178
$80K 0.03%
4,900
+2,450
179
$80K 0.03%
900
180
– –
0
181
$78K 0.02%
1,100
-5,500
182
$77K 0.02%
8,910
183
$77K 0.02%
537
+200
184
$76K 0.02%
600
185
$76K 0.02%
1,010
186
$76K 0.02%
698
-937
187
$75K 0.02%
2,633
188
$71K 0.02%
800
-200
189
$71K 0.02%
+2,140
190
$70K 0.02%
750
-1,938
191
$70K 0.02%
1,069
+385
192
$70K 0.02%
1,153
193
$70K 0.02%
915
194
$67K 0.02%
2,000
195
$67K 0.02%
3,650
196
$67K 0.02%
1,419
-5,184
197
$66K 0.02%
1,600
-6,570
198
$62K 0.02%
+245
199
$62K 0.02%
703
200
$62K 0.02%
3,185
6 7
8
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