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
$299M
AUM Growth
-$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.13M
3
+$1.56M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.3M
5
SWK icon
Stanley Black & Decker
SWK
+$634K

Top Sells

1
+$4.56M
2
+$3.94M
3
+$3.15M
4
META icon
Meta Platforms (Facebook)
META
+$2.12M
5
BECN
Beacon Roofing Supply, Inc.
BECN
+$1.74M

Sector Composition

1 Technology 22.2%
2 Healthcare 16.05%
3 Consumer Discretionary 13.24%
4 Industrials 10.77%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$56K 0.02%
851
177
$56K 0.02%
896
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$52K 0.02%
1,000
179
$52K 0.02%
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180
$52K 0.02%
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$51K 0.02%
500
183
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184
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800
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185
$49K 0.02%
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186
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187
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188
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189
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190
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191
$45K 0.02%
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192
$44K 0.01%
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193
$44K 0.01%
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194
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196
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500
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199
$41K 0.01%
330
200
$40K 0.01%
+952
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