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
$598M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.94M
3
+$1.74M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.13M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.01M

Top Sells

1
+$1.99M
2
+$1.21M
3
+$1.12M
4
BWXT icon
BWX Technologies
BWXT
+$885K
5
MPWR icon
Monolithic Power Systems
MPWR
+$711K

Sector Composition

1 Technology 28.48%
2 Healthcare 15.6%
3 Consumer Discretionary 10.52%
4 Industrials 8.04%
5 Financials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$102K 0.02%
941
177
$94K 0.02%
1,101
-200
178
$93K 0.02%
563
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179
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180
$91K 0.02%
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181
$91K 0.02%
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183
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900
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184
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185
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-25
186
$78K 0.01%
2,064
187
$78K 0.01%
2,000
188
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189
$73K 0.01%
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190
$71K 0.01%
2,400
191
$71K 0.01%
937
192
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193
$65K 0.01%
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194
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196
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246
198
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199
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200
$58K 0.01%
453
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