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
$499M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.05M
3
+$1.57M
4
ATVI
Activision Blizzard
ATVI
+$1.52M
5
CHGG icon
Chegg
CHGG
+$1.4M

Top Sells

1
+$2.69M
2
+$2.15M
3
+$1.27M
4
AVGO icon
Broadcom
AVGO
+$1.03M
5
AAPL icon
Apple
AAPL
+$986K

Sector Composition

1 Technology 25.76%
2 Healthcare 16.09%
3 Consumer Discretionary 11.45%
4 Industrials 9.04%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$47K 0.01%
1,188
202
$46K 0.01%
400
203
$45K 0.01%
+200
204
$44K 0.01%
410
205
$43K 0.01%
250
206
$43K 0.01%
122
207
$43K 0.01%
2,000
208
$43K 0.01%
202
209
$43K 0.01%
+400
210
$42K 0.01%
1,800
211
$42K 0.01%
1,000
212
$41K 0.01%
200
213
$41K 0.01%
300
214
$41K 0.01%
1,000
215
$41K 0.01%
500
216
$39K 0.01%
500
217
$39K 0.01%
800
218
$36K 0.01%
100
219
$36K 0.01%
+775
220
$33K 0.01%
100
221
$32K 0.01%
3,000
222
$31K 0.01%
350
223
$30K 0.01%
+1,299
224
$30K 0.01%
540
225
$29K 0.01%
+3,300
7 8
9
10 11