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
$411M
AUM Growth
+$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.6M
3
+$2.14M
4
VEEV icon
Veeva Systems
VEEV
+$1.94M
5
PYPL icon
PayPal
PYPL
+$1.55M

Top Sells

1
+$4.69M
2
+$1.81M
3
+$1.14M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$948K
5
AMG icon
Affiliated Managers Group
AMG
+$797K

Sector Composition

1 Technology 26.75%
2 Healthcare 17.25%
3 Consumer Discretionary 11.77%
4 Financials 9.31%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22K 0.01%
+1,000
227
$22K 0.01%
200
228
$21K 0.01%
182
229
$20K ﹤0.01%
450
230
$20K ﹤0.01%
1,750
231
$20K ﹤0.01%
540
232
$19K ﹤0.01%
350
233
$18K ﹤0.01%
100
234
$18K ﹤0.01%
465
-10,489
235
$18K ﹤0.01%
655
-20,496
236
$18K ﹤0.01%
568
237
$18K ﹤0.01%
50
238
$18K ﹤0.01%
1,000
239
$18K ﹤0.01%
3,000
240
$14K ﹤0.01%
+250
241
$14K ﹤0.01%
100
242
$13K ﹤0.01%
900
243
$13K ﹤0.01%
213
244
$13K ﹤0.01%
304
245
$10K ﹤0.01%
+883
246
$9K ﹤0.01%
91
247
$9K ﹤0.01%
100
248
$9K ﹤0.01%
350
-12,175
249
$8K ﹤0.01%
50
-45
250
$8K ﹤0.01%
1,200
8 9
10
11 12