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
$499M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.05M
3
+$1.57M
4
ATVI
Activision Blizzard
ATVI
+$1.52M
5
CHGG icon
Chegg
CHGG
+$1.4M

Top Sells

1
+$2.69M
2
+$2.15M
3
+$1.27M
4
AVGO icon
Broadcom
AVGO
+$1.03M
5
AAPL icon
Apple
AAPL
+$986K

Sector Composition

1 Technology 25.76%
2 Healthcare 16.09%
3 Consumer Discretionary 11.45%
4 Industrials 9.04%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$67K 0.01%
1,018
177
$66K 0.01%
1,000
178
$66K 0.01%
751
179
$66K 0.01%
2,064
180
$66K 0.01%
1,003
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181
$64K 0.01%
1,186
182
$64K 0.01%
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183
$62K 0.01%
1,733
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184
$60K 0.01%
1,000
185
$57K 0.01%
+1,085
186
$57K 0.01%
300
-362
187
$55K 0.01%
6,000
188
$55K 0.01%
1,000
189
$54K 0.01%
246
190
$53K 0.01%
700
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191
$53K 0.01%
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192
$53K 0.01%
453
193
$52K 0.01%
35
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194
$51K 0.01%
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195
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196
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197
$50K 0.01%
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198
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199
$47K 0.01%
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200
$47K 0.01%
146
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