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
$395M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.54M
3
+$1.14M
4
ADP icon
Automatic Data Processing
ADP
+$731K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$622K

Top Sells

1
+$2.13M
2
+$1.44M
3
+$746K
4
HAL icon
Halliburton
HAL
+$639K
5
ABBV icon
AbbVie
ABBV
+$604K

Sector Composition

1 Technology 24.33%
2 Healthcare 15.42%
3 Consumer Discretionary 12.09%
4 Industrials 9.97%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$45K 0.01%
803
202
$44K 0.01%
246
-128
203
$43K 0.01%
1,800
204
$43K 0.01%
550
205
$43K 0.01%
466
206
$42K 0.01%
2,000
-1,000
207
$42K 0.01%
2,000
208
$42K 0.01%
704
209
$41K 0.01%
1,000
210
$40K 0.01%
2,000
211
$40K 0.01%
464
-4,602
212
$39K 0.01%
900
213
$39K 0.01%
618
214
$38K 0.01%
3,000
215
$37K 0.01%
240
216
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800
217
$37K 0.01%
800
218
$36K 0.01%
250
219
$36K 0.01%
300
220
$36K 0.01%
122
221
$35K 0.01%
700
222
$35K 0.01%
3,335
223
$34K 0.01%
533
224
$34K 0.01%
750
225
$33K 0.01%
100
7 8
9
10 11