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
$346M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$955K
2
+$377K
3
+$306K
4
IAT icon
iShares US Regional Banks ETF
IAT
+$285K
5
AMZN icon
Amazon
AMZN
+$265K

Top Sells

1
+$1.25M
2
+$1.1M
3
+$513K
4
WBA
Walgreens Boots Alliance
WBA
+$503K
5
ABBV icon
AbbVie
ABBV
+$461K

Sector Composition

1 Technology 23.39%
2 Healthcare 15.55%
3 Consumer Discretionary 12.86%
4 Industrials 10.55%
5 Financials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$62K 0.02%
+803
177
$62K 0.02%
61,630
178
$61K 0.02%
851
179
$60K 0.02%
1,000
180
$60K 0.02%
896
181
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+496
182
$60K 0.02%
3,000
183
$60K 0.02%
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184
$60K 0.02%
1,017
185
$58K 0.02%
840
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186
$58K 0.02%
612
187
$56K 0.02%
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188
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189
$54K 0.02%
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190
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191
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$51K 0.01%
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193
$50K 0.01%
986
194
$49K 0.01%
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195
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196
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197
$48K 0.01%
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198
$47K 0.01%
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199
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200
$45K 0.01%
2,333
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6 7
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