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
$493M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.38M
3
+$911K
4
APD icon
Air Products & Chemicals
APD
+$817K
5
SU icon
Suncor Energy
SU
+$796K

Top Sells

1
+$1.13M
2
+$968K
3
+$817K
4
SYK icon
Stryker
SYK
+$755K
5
ORCL icon
Oracle
ORCL
+$625K

Sector Composition

1 Technology 34.31%
2 Healthcare 15.1%
3 Consumer Discretionary 9.33%
4 Industrials 8.39%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42.4K 0.01%
2,176
-1,722
227
$41.8K 0.01%
350
228
$40.9K 0.01%
410
229
$39.8K 0.01%
661
+3
230
$39K 0.01%
100
231
$38.3K 0.01%
2,500
-1,500
232
$37.7K 0.01%
600
233
$37.2K 0.01%
+1,200
234
$36.6K 0.01%
745
235
$35K 0.01%
519
-2,513
236
$34.7K 0.01%
500
237
$34.4K 0.01%
370
-485
238
$34.1K 0.01%
850
+267
239
$33.9K 0.01%
626
+200
240
$33K 0.01%
800
241
$31.8K 0.01%
568
242
$31K 0.01%
70
243
$31K 0.01%
450
244
$30.7K 0.01%
+800
245
$30K 0.01%
865
-1,135
246
$29.9K 0.01%
+700
247
$29.7K 0.01%
1,062
248
$29K 0.01%
441
-577
249
$28.8K 0.01%
100
250
$28.5K 0.01%
250
8 9
10
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