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
$306M
AUM Growth
+$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.84M
3
+$1.59M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.35M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.07M

Top Sells

1
+$3M
2
+$1.85M
3
+$1.31M
4
SRCL
Stericycle Inc
SRCL
+$1.3M
5
CAVM
Cavium, Inc.
CAVM
+$1.28M

Sector Composition

1 Technology 18.61%
2 Healthcare 14.66%
3 Consumer Discretionary 13.6%
4 Industrials 12.4%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25K 0.01%
2,064
252
$25K 0.01%
618
253
$23K 0.01%
+1,000
254
$23K 0.01%
300
255
$23K 0.01%
486
+400
256
$22K 0.01%
355
257
$22K 0.01%
273
258
$22K 0.01%
375
259
$22K 0.01%
641
260
$21K 0.01%
200
261
$21K 0.01%
130
262
$21K 0.01%
200
-410
263
$21K 0.01%
1,000
+822
264
$21K 0.01%
2,000
265
$21K 0.01%
200
266
$21K 0.01%
285
267
$21K 0.01%
100
268
$20K 0.01%
+1,000
269
$20K 0.01%
500
270
$19K 0.01%
135
-71
271
$19K 0.01%
390
272
$18K 0.01%
788
273
$17K 0.01%
280
274
$17K 0.01%
200
275
$16K 0.01%
325
9 10
11
12 13