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
$465M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.29M
3
+$1.81M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.58M
5
SRCL
Stericycle Inc
SRCL
+$977K

Top Sells

1
+$628K
2
+$526K
3
+$465K
4
AAPL icon
Apple
AAPL
+$465K
5
INTU icon
Intuit
INTU
+$442K

Sector Composition

1 Technology 26.45%
2 Healthcare 18.12%
3 Consumer Discretionary 11.64%
4 Financials 8.94%
5 Industrials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$59K 0.01%
1,000
177
$58K 0.01%
2,000
178
$58K 0.01%
907
179
$57K 0.01%
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180
$57K 0.01%
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181
$54K 0.01%
200
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182
$54K 0.01%
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183
$54K 0.01%
770
184
$53K 0.01%
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185
$53K 0.01%
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186
$53K 0.01%
250
187
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188
$52K 0.01%
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189
$51K 0.01%
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190
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246
191
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192
$46K 0.01%
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193
$45K 0.01%
390
194
$45K 0.01%
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198
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199
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$43K 0.01%
618
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