AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.53M
3
+$973K
4
AMZN icon
Amazon
AMZN
+$959K
5
SH icon
ProShares Short S&P500
SH
+$956K

Top Sells

1
+$1.68M
2
+$1.54M
3
+$1.29M
4
ITW icon
Illinois Tool Works
ITW
+$1.17M
5
ZTS icon
Zoetis
ZTS
+$888K

Sector Composition

1 Technology 39.19%
2 Healthcare 12.98%
3 Consumer Discretionary 9.54%
4 Industrials 8.17%
5 Consumer Staples 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$72.9K 0.01%
1,403
177
$71.2K 0.01%
2,000
178
$69K 0.01%
2,064
179
$67.5K 0.01%
500
180
$67.5K 0.01%
1,119
181
$65.8K 0.01%
415
182
$64.3K 0.01%
506
183
$63.9K 0.01%
400
184
$61.1K 0.01%
1,561
185
$59.8K 0.01%
568
186
$59.5K 0.01%
+100
187
$59.4K 0.01%
1,000
188
$59.4K 0.01%
103
+33
189
$59.2K 0.01%
325
190
$58.8K 0.01%
650
191
$58.3K 0.01%
538
192
$56.3K 0.01%
299
+2
193
$55.7K 0.01%
246
194
$55.3K 0.01%
427
195
$55.1K 0.01%
883
+63
196
$54.7K 0.01%
175
197
$54.2K 0.01%
100
198
$51.5K 0.01%
1,875
199
$50.7K 0.01%
350
200
$50.6K 0.01%
100
6 7
8
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