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
$523M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$984K
3
+$907K
4
GPN icon
Global Payments
GPN
+$878K
5
SU icon
Suncor Energy
SU
+$654K

Top Sells

1
+$3.63M
2
+$793K
3
+$617K
4
AVGO icon
Broadcom
AVGO
+$575K
5
DLR icon
Digital Realty Trust
DLR
+$517K

Sector Composition

1 Technology 36.79%
2 Healthcare 13%
3 Consumer Discretionary 9.32%
4 Industrials 8.8%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$22.1K ﹤0.01%
+72
252
$21.9K ﹤0.01%
509
253
$21.3K ﹤0.01%
137
254
$21.1K ﹤0.01%
208
+20
255
$21.1K ﹤0.01%
128
-438
256
$20.4K ﹤0.01%
150
257
$19.8K ﹤0.01%
687
258
$19.6K ﹤0.01%
+977
259
$19.1K ﹤0.01%
110
260
$18K ﹤0.01%
900
261
$17.5K ﹤0.01%
+329
262
$16.8K ﹤0.01%
1,322
+75
263
$15.4K ﹤0.01%
1,200
264
$15.1K ﹤0.01%
978
265
$15K ﹤0.01%
1,766
266
$15K ﹤0.01%
222
267
$14K ﹤0.01%
74
268
$14K ﹤0.01%
45
269
$13.2K ﹤0.01%
140
270
$12.8K ﹤0.01%
941
271
$12.7K ﹤0.01%
31
272
$12.5K ﹤0.01%
150
273
$12.5K ﹤0.01%
+161
274
$12.4K ﹤0.01%
111
275
$12.4K ﹤0.01%
76
9 10
11
12 13