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
$429M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.1M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$807K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$793K

Top Sells

1
+$4.92M
2
+$2.91M
3
+$2.17M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.78M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.52M

Sector Composition

1 Technology 27.2%
2 Healthcare 17.72%
3 Consumer Discretionary 10.22%
4 Financials 8.21%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$91.3K 0.02%
508
-685
177
$90.7K 0.02%
+5,719
178
$90.2K 0.02%
907
179
$86.6K 0.02%
7,335
180
$85.7K 0.02%
+2,158
181
$83.7K 0.02%
1,293
+1,100
182
$83.4K 0.02%
564
-1,289
183
$83.1K 0.02%
+215
184
$82.5K 0.02%
1,700
+1,600
185
$81.2K 0.02%
8,230
186
$80.6K 0.02%
250
187
$79.7K 0.02%
2,000
188
$79.6K 0.02%
+300
189
$78.2K 0.02%
2,000
190
$77.8K 0.02%
+2,413
191
$75.7K 0.02%
+1,211
192
$74.6K 0.02%
937
193
$74.2K 0.02%
404
194
$72.2K 0.02%
1,101
195
$71.8K 0.02%
500
196
$70.1K 0.02%
352
197
$69.8K 0.02%
1,132
198
$67K 0.02%
10,000
199
$65.7K 0.02%
+710
200
$65K 0.02%
1,858
+297
6 7
8
9 10