AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
This Quarter Return
+7.89%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$395M
AUM Growth
+$395M
(+8.1%)
Cap. Flow
+$3.21M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
32.26%
Holding
299
New
4
Increased
58
Reduced
45
Closed
18
Top Buys
| 1 |
Veeva Systems
VEEV
|
$2.28M |
| 2 |
PayPal
PYPL
|
$1.54M |
| 3 |
ServiceNow
NOW
|
$1.14M |
| 4 |
Automatic Data Processing
ADP
|
$731K |
| 5 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$622K |
Top Sells
| 1 |
MDSO
Medidata Solutions, Inc.
MDSO
|
$2.13M |
| 2 |
BECN
Beacon Roofing Supply, Inc.
BECN
|
$1.44M |
| 3 |
Netflix
NFLX
|
$746K |
| 4 |
Halliburton
HAL
|
$639K |
| 5 |
AbbVie
ABBV
|
$604K |
Sector Composition
| 1 | Technology | 24.33% |
| 2 | Healthcare | 15.42% |
| 3 | Consumer Discretionary | 12.09% |
| 4 | Industrials | 9.97% |
| 5 | Financials | 8.62% |
