AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.81M
3
+$1.81M
4
TRMB icon
Trimble
TRMB
+$1.32M
5
URI icon
United Rentals
URI
+$750K

Top Sells

1
+$2.93M
2
+$1.61M
3
+$1.42M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$1.05M
5
ADBE icon
Adobe
ADBE
+$918K

Sector Composition

1 Technology 18.94%
2 Healthcare 16.65%
3 Consumer Discretionary 13.51%
4 Industrials 12.68%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24K 0.01%
559
252
$24K 0.01%
130
-6
253
– –
0
254
$24K 0.01%
300
255
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614
256
$24K 0.01%
641
+120
257
$23K 0.01%
200
258
$23K 0.01%
355
-61
259
$23K 0.01%
540
-45
260
$23K 0.01%
390
261
$23K 0.01%
930
262
$23K 0.01%
2,087
263
$22K 0.01%
557
264
$22K 0.01%
273
265
$22K 0.01%
2,200
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$22K 0.01%
508
-102
267
$22K 0.01%
663
-18
268
$21K 0.01%
2,064
269
$21K 0.01%
51
270
$21K 0.01%
413
-96
271
$20K 0.01%
273
272
$20K 0.01%
375
-61
273
$20K 0.01%
85
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274
$20K 0.01%
200
-150
275
$19K 0.01%
500
9 10
11
12 13