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
251
$28.4K 0.01%
721
-944
252
$27.4K 0.01%
+670
253
$26.3K 0.01%
225
-164
254
$25.5K 0.01%
78
-137
255
$25.5K 0.01%
150
256
$25.4K 0.01%
308
-17
257
$25.2K 0.01%
546
-906
258
$25.1K 0.01%
475
259
$24.5K 0.01%
+584
260
$24.2K ﹤0.01%
+970
261
$23.7K ﹤0.01%
450
262
$23.4K ﹤0.01%
800
263
$23.2K ﹤0.01%
1,680
-801
264
$23.2K ﹤0.01%
+227
265
$23.2K ﹤0.01%
305
-65
266
$23.1K ﹤0.01%
+1,334
267
$22.9K ﹤0.01%
509
-898
268
$22.7K ﹤0.01%
1,190
-1,559
269
$22.5K ﹤0.01%
315
270
$20.6K ﹤0.01%
481
-2,042
271
$19.3K ﹤0.01%
137
-101
272
$19.1K ﹤0.01%
188
-106
273
$19K ﹤0.01%
750
-250
274
$18.5K ﹤0.01%
2,000
275
$18.5K ﹤0.01%
1,766
9 10
11
12 13