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
$459M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.34M
4
IR icon
Ingersoll Rand
IR
+$1.26M
5
VEEV icon
Veeva Systems
VEEV
+$1.16M

Top Sells

1
+$1.42M
2
+$1.38M
3
+$1.2M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.16M
5
ORCL icon
Oracle
ORCL
+$1.09M

Sector Composition

1 Technology 30.94%
2 Healthcare 16.86%
3 Consumer Discretionary 9.35%
4 Industrials 8.61%
5 Financials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$98.1K 0.02%
300
177
$97.6K 0.02%
529
-35
178
$97.1K 0.02%
475
-26
179
$92.3K 0.02%
1,692
+481
180
$90.2K 0.02%
4,398
-1,321
181
$90K 0.02%
1,400
-14,609
182
$88.7K 0.02%
250
183
$88.4K 0.02%
1,452
+661
184
$87K 0.02%
312
+177
185
$84.6K 0.02%
7,335
186
$84K 0.02%
359
+173
187
$83.4K 0.02%
8,230
188
$82.7K 0.02%
3,104
189
$80.7K 0.02%
3,898
+2,582
190
$78.9K 0.02%
1,101
191
$77.8K 0.02%
2,000
192
$77.3K 0.02%
935
+28
193
$77.3K 0.02%
2,160
194
$77.1K 0.02%
500
195
$76.6K 0.02%
404
196
$76.3K 0.02%
2,000
197
$75.7K 0.02%
1,132
198
$75.2K 0.02%
2,000
+1,244
199
$72.5K 0.02%
55
200
$70.4K 0.02%
352
6 7
8
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