AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.53M
3
+$973K
4
AMZN icon
Amazon
AMZN
+$959K
5
SH icon
ProShares Short S&P500
SH
+$956K

Top Sells

1
+$1.68M
2
+$1.54M
3
+$1.29M
4
ITW icon
Illinois Tool Works
ITW
+$1.17M
5
ZTS icon
Zoetis
ZTS
+$888K

Sector Composition

1 Technology 39.19%
2 Healthcare 12.98%
3 Consumer Discretionary 9.54%
4 Industrials 8.17%
5 Consumer Staples 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$49.8K 0.01%
182
+54
202
$49.5K 0.01%
185
203
$49.3K 0.01%
30
204
$48.9K 0.01%
192
205
$48.2K 0.01%
626
206
$46.9K 0.01%
821
207
$46.8K 0.01%
500
208
$45.8K 0.01%
+632
209
$45.4K 0.01%
592
-10,850
210
$44.8K 0.01%
2,360
+1,381
211
$44.8K 0.01%
1,300
212
$43.9K 0.01%
2,682
213
$42.3K 0.01%
1,350
+6
214
$41.6K 0.01%
101
215
$38.4K 0.01%
675
+225
216
$35.2K 0.01%
144
+22
217
$35.2K 0.01%
255
+44
218
$35.1K 0.01%
745
219
$34.3K 0.01%
345
220
$33.8K 0.01%
561
221
$33.4K 0.01%
+324
222
$33.4K 0.01%
321
223
$32.6K 0.01%
3,115
-429
224
$31.6K 0.01%
+672
225
$29.9K 0.01%
280
7 8
9
10 11