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
276
$18.3K ﹤0.01%
1,247
277
$17.9K ﹤0.01%
260
-341
278
$17.8K ﹤0.01%
540
279
$16.9K ﹤0.01%
900
280
$16.8K ﹤0.01%
+500
281
$15.9K ﹤0.01%
222
282
$15.7K ﹤0.01%
380
-408
283
$15.3K ﹤0.01%
1,000
284
$14.8K ﹤0.01%
45
285
$14.5K ﹤0.01%
465
286
$14K ﹤0.01%
330
-1,000
287
$13.9K ﹤0.01%
74
288
$13.9K ﹤0.01%
+81
289
$13.7K ﹤0.01%
103
290
$13.7K ﹤0.01%
+500
291
$13.4K ﹤0.01%
140
292
$12.5K ﹤0.01%
1,200
293
$12.4K ﹤0.01%
978
294
$11.8K ﹤0.01%
31
295
$11.8K ﹤0.01%
+381
296
$11.5K ﹤0.01%
150
297
$11.5K ﹤0.01%
+111
298
$11.1K ﹤0.01%
300
299
$11K ﹤0.01%
53
300
$10.4K ﹤0.01%
500
10 11
12
13 14