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
276
$12K ﹤0.01%
465
277
$11.8K ﹤0.01%
300
278
$11.5K ﹤0.01%
806
279
$11.3K ﹤0.01%
600
-3,500
280
$11.3K ﹤0.01%
+522
281
$11.2K ﹤0.01%
878
-358
282
$11.1K ﹤0.01%
53
283
$10.4K ﹤0.01%
100
284
$10.1K ﹤0.01%
380
285
$10.1K ﹤0.01%
70
286
$9.51K ﹤0.01%
100
287
$8.78K ﹤0.01%
35
288
$8.14K ﹤0.01%
75
-700
289
$7.77K ﹤0.01%
20
290
$7.26K ﹤0.01%
44
291
$6.53K ﹤0.01%
70
292
$6.42K ﹤0.01%
115
-215
293
$5.32K ﹤0.01%
154
-32
294
$4.9K ﹤0.01%
1,000
295
$4.62K ﹤0.01%
250
-500
296
$4.24K ﹤0.01%
22
+10
297
$3.8K ﹤0.01%
16
298
$3.06K ﹤0.01%
100
299
$2.37K ﹤0.01%
125
300
$2.25K ﹤0.01%
500
-500
10 11
12
13 14