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
$355M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.34M
3
+$610K
4
META icon
Meta Platforms (Facebook)
META
+$407K
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$399K

Top Sells

1
+$2.15M
2
+$1.68M
3
+$1.07M
4
ORCL icon
Oracle
ORCL
+$610K
5
ACN icon
Accenture
ACN
+$360K

Sector Composition

1 Technology 20.28%
2 Healthcare 14.15%
3 Industrials 13.15%
4 Consumer Discretionary 11.5%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$86K 0.02%
865
177
$85K 0.02%
1,130
178
$85K 0.02%
3,650
179
$83K 0.02%
1,100
180
$82K 0.02%
600
181
$81K 0.02%
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182
$80K 0.02%
750
183
$79K 0.02%
3,174
-1,060
184
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185
$78K 0.02%
500
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186
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187
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188
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190
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193
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196
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197
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198
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506
200
$69K 0.02%
392
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