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
$429M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.1M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$807K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$793K

Top Sells

1
+$4.92M
2
+$2.91M
3
+$2.17M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.78M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.52M

Sector Composition

1 Technology 27.2%
2 Healthcare 17.72%
3 Consumer Discretionary 10.22%
4 Financials 8.21%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$64.7K 0.02%
+1,050
202
$64.1K 0.02%
1,875
203
$64K 0.01%
2,064
204
$63.5K 0.01%
1,264
205
$62.7K 0.01%
500
206
$61.3K 0.01%
490
-4,240
207
$60.5K 0.01%
292
+46
208
$59.1K 0.01%
1,500
-200
209
$58.2K 0.01%
+977
210
$58.1K 0.01%
1,875
211
$56.7K 0.01%
453
212
$56K 0.01%
984
213
$55.3K 0.01%
+570
214
$54.9K 0.01%
1,794
215
$54.7K 0.01%
+400
216
$54.6K 0.01%
1,689
-385
217
$54.2K 0.01%
400
218
$51.4K 0.01%
1,000
219
$51.3K 0.01%
100
220
$50.6K 0.01%
1,225
221
$50K 0.01%
495
-500
222
$49.3K 0.01%
200
-21
223
$48.5K 0.01%
1,017
+312
224
$48.1K 0.01%
+1,624
225
$47.9K 0.01%
+760
7 8
9
10 11