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
$366M
AUM Growth
-$861K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$856K
3
+$785K
4
PYPL icon
PayPal
PYPL
+$573K
5
AMGN icon
Amgen
AMGN
+$457K

Top Sells

1
+$1.79M
2
+$1.13M
3
+$784K
4
NFLX icon
Netflix
NFLX
+$518K
5
RVTY icon
Revvity
RVTY
+$397K

Sector Composition

1 Technology 22.7%
2 Healthcare 15.1%
3 Consumer Discretionary 12.74%
4 Industrials 10.34%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$45K 0.01%
466
202
$45K 0.01%
325
203
$44K 0.01%
1,000
204
$44K 0.01%
330
205
$43K 0.01%
1,800
206
$42K 0.01%
2,000
207
$42K 0.01%
550
-620
208
$41K 0.01%
3,000
209
$41K 0.01%
704
-320
210
$40K 0.01%
618
211
$39K 0.01%
240
212
$39K 0.01%
2,000
213
$38K 0.01%
100
214
$38K 0.01%
+533
215
$37K 0.01%
3,335
216
$36K 0.01%
3,000
217
$36K 0.01%
803
218
$36K 0.01%
145
219
$36K 0.01%
900
-2,100
220
$35K 0.01%
+250
221
$35K 0.01%
800
222
$34K 0.01%
7,880
223
$34K 0.01%
500
224
$33K 0.01%
2,000
225
$33K 0.01%
700
7 8
9
10 11