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
276
$16K 0.01%
175
277
$16K 0.01%
420
278
$14K ﹤0.01%
500
279
$13K ﹤0.01%
200
-78
280
$13K ﹤0.01%
500
281
$13K ﹤0.01%
234
282
$12K ﹤0.01%
160
283
$12K ﹤0.01%
300
284
$11K ﹤0.01%
204
-356
285
$11K ﹤0.01%
+1,000
286
$10K ﹤0.01%
100
287
$10K ﹤0.01%
135
288
– –
0
289
$10K ﹤0.01%
205
290
$9K ﹤0.01%
11
291
$8K ﹤0.01%
150
292
$7K ﹤0.01%
126
-281
293
$7K ﹤0.01%
1
294
$7K ﹤0.01%
30
295
$6K ﹤0.01%
33
296
$6K ﹤0.01%
186
297
$5K ﹤0.01%
+200
298
$5K ﹤0.01%
84
299
$5K ﹤0.01%
71
300
$5K ﹤0.01%
118
10 11
12
13 14