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
$459M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.34M
4
IR icon
Ingersoll Rand
IR
+$1.26M
5
VEEV icon
Veeva Systems
VEEV
+$1.16M

Top Sells

1
+$1.42M
2
+$1.38M
3
+$1.2M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.16M
5
ORCL icon
Oracle
ORCL
+$1.09M

Sector Composition

1 Technology 30.94%
2 Healthcare 16.86%
3 Consumer Discretionary 9.35%
4 Industrials 8.61%
5 Financials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$68.6K 0.01%
1,264
202
$67.4K 0.01%
1,018
+577
203
$67.1K 0.01%
500
204
$64.1K 0.01%
818
-119
205
$63.3K 0.01%
1,875
206
$62.6K 0.01%
506
+53
207
$61.9K 0.01%
1,000
208
$61.8K 0.01%
2,064
209
$61.8K 0.01%
1,182
+165
210
$61.6K 0.01%
1,050
211
$61.1K 0.01%
+401
212
$60.8K 0.01%
1,794
213
$60.3K 0.01%
1,875
214
$59.3K 0.01%
215
215
$59.2K 0.01%
1,561
-297
216
$57.9K 0.01%
1,689
217
$57.8K 0.01%
10,000
218
$57.7K 0.01%
1,330
+1,000
219
$57.6K 0.01%
+2,523
220
$56.6K 0.01%
984
221
$56.6K 0.01%
1,407
+597
222
$56.3K 0.01%
+855
223
$56K 0.01%
495
224
$54.1K 0.01%
400
225
$53.5K 0.01%
1,665
+944
7 8
9
10 11