AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
1-Year Return
22.79%
This Quarter Return
+6.08%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$317M
AUM Growth
+$11M
(+3.6%)
Cap. Flow
-$5.24M
Cap. Flow
% of AUM
-1.66%
Top 10 Holdings %
Top 10 Hldgs %
26.67%
Holding
446
New
126
Increased
54
Reduced
77
Closed
19
Top Buys
| 1 |
Broadcom
AVGO
|
$898K |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$887K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$697K |
| 4 |
Procter & Gamble
PG
|
$631K |
| 5 |
LOGM
LogMein, Inc.
LOGM
|
$628K |
Top Sells
| 1 |
Stryker
SYK
|
$1.46M |
| 2 |
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
|
$1.23M |
| 3 |
CERN
Cerner Corp
CERN
|
$1.22M |
| 4 |
CAVM
Cavium, Inc.
CAVM
|
$1.03M |
| 5 |
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% |
