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
$553M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$474K
3
+$448K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$388K
5
MBLY icon
Mobileye
MBLY
+$321K

Top Sells

1
+$9.15M
2
+$6.03M
3
+$4.78M
4
VEEV icon
Veeva Systems
VEEV
+$2.48M
5
BDX icon
Becton Dickinson
BDX
+$1.94M

Sector Composition

1 Technology 36.22%
2 Healthcare 13.61%
3 Consumer Discretionary 10.15%
4 Industrials 8.42%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$79K 0.01%
3,075
177
$78.8K 0.01%
1,214
178
$78.2K 0.01%
657
179
$77.7K 0.01%
1,155
180
$70.4K 0.01%
1,141
181
$68.7K 0.01%
506
182
$68K 0.01%
250
183
$66.6K 0.01%
683
-507
184
$65.8K 0.01%
216
185
$65.7K 0.01%
568
186
$65.6K 0.01%
1,000
187
$64.5K 0.01%
415
188
$64K 0.01%
400
189
$60.8K 0.01%
100
190
$58.7K 0.01%
831
191
$57.5K 0.01%
15,300
192
$56.2K 0.01%
6,837
-3,450
193
$55.9K 0.01%
1,875
194
$55.9K 0.01%
103
195
$55.1K 0.01%
2,057
196
$54.8K 0.01%
500
197
$53.7K 0.01%
1,400
+100
198
$52.9K 0.01%
1,000
199
$51.6K 0.01%
650
-600
200
$51.2K 0.01%
1,275
6 7
8
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