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
$553M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$474K
3
+$448K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$388K
5
MBLY icon
Mobileye
MBLY
+$321K

Top Sells

1
+$9.15M
2
+$6.03M
3
+$4.78M
4
VEEV icon
Veeva Systems
VEEV
+$2.48M
5
BDX icon
Becton Dickinson
BDX
+$1.94M

Sector Composition

1 Technology 36.22%
2 Healthcare 13.61%
3 Consumer Discretionary 10.15%
4 Industrials 8.42%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$50.8K 0.01%
185
202
$43.5K 0.01%
100
203
$40.4K 0.01%
171
204
$39.1K 0.01%
650
205
$38.8K 0.01%
870
206
$38K 0.01%
250
-400
207
$36.7K 0.01%
1,493
208
$35.8K 0.01%
115
-60
209
$35K 0.01%
350
210
$34.8K 0.01%
663
211
$32K 0.01%
132
212
$31.1K 0.01%
745
213
$29.3K 0.01%
280
214
$29.1K 0.01%
990
-9
215
$27.7K 0.01%
800
216
$26.7K ﹤0.01%
+103
217
$25.2K ﹤0.01%
334
218
$23.6K ﹤0.01%
267
219
$23K ﹤0.01%
150
220
$21.7K ﹤0.01%
500
-836
221
$21.7K ﹤0.01%
210
-90
222
$21.5K ﹤0.01%
70
+25
223
$19.9K ﹤0.01%
900
224
$19.5K ﹤0.01%
330
225
$19.3K ﹤0.01%
189
7 8
9
10 11