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
$317M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1 +$898K
2 +$887K
3 +$697K
4
PG icon
Procter & Gamble
PG
+$631K
5
LOGM
LogMein, Inc.
LOGM
+$628K

Top Sells

1 +$1.46M
2 +$1.23M
3 +$1.22M
4
CAVM
Cavium, Inc.
CAVM
+$1.03M
5
RVTY icon
Revvity
RVTY
+$821K

Sector Composition

1 Technology 19.28%
2 Healthcare 14.17%
3 Consumer Discretionary 12.87%
4 Industrials 12.82%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$24K 0.01%
+513
302
$24K 0.01%
486
303
$24K 0.01%
+305
304
$24K 0.01%
+123
305
$23K 0.01%
200
306
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+2,442
307
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+2,800
308
$23K 0.01%
500
309
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200
310
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285
311
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+650
312
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314
$22K 0.01%
+2,243
315
$21K 0.01%
355
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317
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+7,880
318
$21K 0.01%
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319
$21K 0.01%
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320
$21K 0.01%
375
321
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322
$20K 0.01%
135
323
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+600
324
$20K 0.01%
322
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325
$20K 0.01%
300
+100