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
$395M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.54M
3
+$1.14M
4
ADP icon
Automatic Data Processing
ADP
+$731K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$622K

Top Sells

1
+$2.13M
2
+$1.44M
3
+$746K
4
HAL icon
Halliburton
HAL
+$639K
5
ABBV icon
AbbVie
ABBV
+$604K

Sector Composition

1 Technology 24.33%
2 Healthcare 15.42%
3 Consumer Discretionary 12.09%
4 Industrials 9.97%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$67K 0.02%
1,000
177
$64K 0.02%
1,000
178
$63K 0.02%
2,100
179
$62K 0.02%
7,000
180
$62K 0.02%
1,018
181
$62K 0.02%
1,026
182
$61K 0.02%
1,000
183
$60K 0.02%
851
184
$60K 0.02%
1,000
185
$58K 0.01%
896
186
$58K 0.01%
1,875
187
$56K 0.01%
730
188
$55K 0.01%
4,022
189
$55K 0.01%
3,000
+1,000
190
$55K 0.01%
1,854
191
$54K 0.01%
986
192
$53K 0.01%
500
193
$50K 0.01%
2,064
194
$50K 0.01%
+500
195
$50K 0.01%
620
196
$49K 0.01%
453
197
$48K 0.01%
330
198
$47K 0.01%
550
199
$47K 0.01%
1,000
+500
200
$46K 0.01%
7,880
6 7
8
9 10