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
$317M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$898K
2
+$887K
3
+$697K
4
PG icon
Procter & Gamble
PG
+$631K
5
LOGM
LogMein, Inc.
LOGM
+$628K

Top Sells

1
+$1.46M
2
+$1.23M
3
+$1.22M
4
CAVM
Cavium, Inc.
CAVM
+$1.03M
5
RVTY icon
Revvity
RVTY
+$821K

Sector Composition

1 Technology 19.28%
2 Healthcare 14.17%
3 Consumer Discretionary 12.87%
4 Industrials 12.82%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$36K 0.01%
+900
252
$36K 0.01%
+1,325
253
$36K 0.01%
+1,150
254
$36K 0.01%
950
255
$36K 0.01%
+488
256
$36K 0.01%
+1,340
257
$35K 0.01%
+2,450
258
$35K 0.01%
448
259
$35K 0.01%
+2,400
260
$34K 0.01%
1,009
261
$34K 0.01%
+1,185
262
$34K 0.01%
+367
263
$33K 0.01%
240
264
$33K 0.01%
+2,165
265
$33K 0.01%
+2,400
266
$33K 0.01%
+1,265
267
$33K 0.01%
+1,435
268
$32K 0.01%
2,064
269
$32K 0.01%
+2,650
270
$32K 0.01%
+470
271
$31K 0.01%
+331
272
$31K 0.01%
590
273
$31K 0.01%
+900
274
$30K 0.01%
320
275
$30K 0.01%
183
9 10
11
12 13