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
$472M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$868K
3
+$622K
4
PHR icon
Phreesia
PHR
+$383K
5
TMO icon
Thermo Fisher Scientific
TMO
+$253K

Top Sells

1
+$2.13M
2
+$1.07M
3
+$970K
4
AAPL icon
Apple
AAPL
+$422K
5
DLR icon
Digital Realty Trust
DLR
+$405K

Sector Composition

1 Technology 33.68%
2 Healthcare 15.05%
3 Consumer Discretionary 9.18%
4 Industrials 8.36%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$76.9K 0.02%
221
177
$76.4K 0.02%
500
178
$76.4K 0.02%
404
179
$74.6K 0.02%
770
-1,301
180
$74.1K 0.02%
775
181
$73.3K 0.02%
8,230
182
$73.2K 0.02%
352
183
$72.8K 0.02%
1,132
184
$72.7K 0.02%
1,350
-1,200
185
$72.7K 0.02%
818
186
$72.4K 0.02%
4,100
-1,600
187
$69.2K 0.01%
1,561
188
$68.8K 0.01%
2,000
189
$68.4K 0.01%
228
190
$66.4K 0.01%
2,000
191
$64.7K 0.01%
450
192
$63.5K 0.01%
2,064
193
$63.4K 0.01%
984
194
$62K 0.01%
400
195
$61.6K 0.01%
2,664
+488
196
$60.7K 0.01%
610
197
$60.2K 0.01%
738
+70
198
$58.2K 0.01%
506
199
$57.4K 0.01%
1,794
200
$56.4K 0.01%
2,652
+329
6 7
8
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