AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
This Quarter Return
-7.67%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$327M
AUM Growth
+$327M
(-15%)
Cap. Flow
-$18.4M
Cap. Flow
% of AUM
-5.62%
Top 10 Holdings %
Top 10 Hldgs %
27.48%
Holding
233
New
5
Increased
19
Reduced
78
Closed
31
Top Buys
| 1 |
MDVN
MEDIVATION, INC.
MDVN
|
$1.96M |
| 2 |
Suncor Energy
SU
|
$1.91M |
| 3 |
AFSI
AmTrust Financial Services, Inc.
AFSI
|
$913K |
| 4 |
Watsco
WSO
|
$565K |
| 5 |
CarMax
KMX
|
$468K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.97M |
| 2 |
Stryker
SYK
|
$3.51M |
| 3 |
HCC
HCC INSURANCES HOLDINGS INC
HCC
|
$1.72M |
| 4 |
Qualcomm
QCOM
|
$1.46M |
| 5 |
Enterprise Products Partners
EPD
|
$1.16M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Consumer Discretionary | 16.21% |
| 3 | Healthcare | 14.9% |
| 4 | Industrials | 14.15% |
| 5 | Consumer Staples | 8.3% |