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
$357M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.28M
3
+$1.2M
4
MDSO
Medidata Solutions, Inc.
MDSO
+$1.06M
5
WSO icon
Watsco Inc
WSO
+$861K

Top Sells

1
+$1.85M
2
+$1.59M
3
+$999K
4
OMC icon
Omnicom Group
OMC
+$803K
5
EL icon
Estee Lauder
EL
+$728K

Sector Composition

1 Technology 19.85%
2 Healthcare 14.03%
3 Industrials 13.91%
4 Consumer Discretionary 11.61%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$27K 0.01%
500
277
$26K 0.01%
180
278
$26K 0.01%
500
279
$26K 0.01%
375
280
$26K 0.01%
1,000
281
– –
0
282
$25K 0.01%
500
283
$25K 0.01%
486
284
$24K 0.01%
160
285
$23K 0.01%
273
286
$23K 0.01%
240
287
$23K 0.01%
1,750
288
$23K 0.01%
1,900
289
$23K 0.01%
200
290
$22K 0.01%
125
291
$22K 0.01%
200
292
$22K 0.01%
+800
293
$22K 0.01%
+330
294
$21K 0.01%
355
295
$21K 0.01%
420
296
$20K 0.01%
2,000
297
$19K 0.01%
355
298
$19K 0.01%
+1,000
299
$19K 0.01%
413
300
$18K 0.01%
1,200
10 11
12
13 14