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
251
$8K ﹤0.01%
+200
252
$8K ﹤0.01%
65
253
$7K ﹤0.01%
186
254
$7K ﹤0.01%
100
255
$7K ﹤0.01%
35
256
$7K ﹤0.01%
204
-500
257
$6K ﹤0.01%
207
258
$5K ﹤0.01%
+25
259
$5K ﹤0.01%
130
260
$5K ﹤0.01%
100
261
$4K ﹤0.01%
33
262
$4K ﹤0.01%
100
263
$4K ﹤0.01%
105
264
$2K ﹤0.01%
128
-2,370
265
$2K ﹤0.01%
9
266
$1K ﹤0.01%
12
267
$1K ﹤0.01%
6
268
– –
-4,450
269
– –
-1,200
270
– –
-165
271
– –
-2,000
272
– –
-200
273
– –
-5,176
274
– –
-4,022
275
– –
-1,975
9 10
11
12 13