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
$484M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$1.04M
3 +$663K
4
ATVI
Activision Blizzard
ATVI
+$624K
5
GNRC icon
Generac Holdings
GNRC
+$244K

Top Sells

1 +$2.13M
2 +$1.97M
3 +$1.89M
4
COST icon
Costco
COST
+$1.26M
5
ACN icon
Accenture
ACN
+$1.15M

Sector Composition

1 Technology 28.08%
2 Healthcare 17.29%
3 Consumer Discretionary 11.07%
4 Financials 9.39%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
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278
-1,854
279
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280
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286
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