AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
This Quarter Return
+1.3%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$304M
AUM Growth
+$304M
(-7.2%)
Cap. Flow
-$23.6M
Cap. Flow
% of AUM
-7.78%
Top 10 Holdings %
Top 10 Hldgs %
27.49%
Holding
306
New
17
Increased
71
Reduced
74
Closed
9
Top Buys
| 1 |
Tractor Supply
TSCO
|
$1.48M |
| 2 |
Fastenal
FAST
|
$1.45M |
| 3 |
AFSI
AmTrust Financial Services, Inc.
AFSI
|
$1.15M |
| 4 |
Stryker
SYK
|
$938K |
| 5 |
Bread Financial
BFH
|
$891K |
Top Sells
| 1 |
Valmont Industries
VMI
|
$2.56M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$1.71M |
| 3 |
Methode Electronics
MEI
|
$1.58M |
| 4 |
Estee Lauder
EL
|
$1.4M |
| 5 |
Ecolab
ECL
|
$1.39M |
Sector Composition
| 1 | Technology | 18.56% |
| 2 | Healthcare | 15.88% |
| 3 | Consumer Discretionary | 15.14% |
| 4 | Industrials | 13.69% |
| 5 | Consumer Staples | 7.95% |