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
$317M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$898K
2
+$887K
3
+$697K
4
PG icon
Procter & Gamble
PG
+$631K
5
LOGM
LogMein, Inc.
LOGM
+$628K

Top Sells

1
+$1.46M
2
+$1.23M
3
+$1.22M
4
CAVM
Cavium, Inc.
CAVM
+$1.03M
5
RVTY icon
Revvity
RVTY
+$821K

Sector Composition

1 Technology 19.28%
2 Healthcare 14.17%
3 Consumer Discretionary 12.87%
4 Industrials 12.82%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44K 0.01%
392
+122
227
$43K 0.01%
729
228
$43K 0.01%
500
229
$43K 0.01%
1,009
-1,000
230
$42K 0.01%
+806
231
$42K 0.01%
+337
232
$42K 0.01%
337
+87
233
$41K 0.01%
150
234
$41K 0.01%
800
235
$41K 0.01%
+628
236
$40K 0.01%
245
237
$40K 0.01%
+1,910
238
$39K 0.01%
1,245
239
$39K 0.01%
264
+44
240
$39K 0.01%
320
241
$39K 0.01%
330
242
$38K 0.01%
330
243
$38K 0.01%
158
244
$38K 0.01%
+750
245
$38K 0.01%
763
246
$38K 0.01%
717
247
$38K 0.01%
410
248
$37K 0.01%
+717
249
$37K 0.01%
+2,360
250
$37K 0.01%
+1,500
8 9
10
11 12