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
$357M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.28M
3
+$1.2M
4
MDSO
Medidata Solutions, Inc.
MDSO
+$1.06M
5
WSO icon
Watsco Inc
WSO
+$861K

Top Sells

1
+$1.85M
2
+$1.59M
3
+$999K
4
OMC icon
Omnicom Group
OMC
+$803K
5
EL icon
Estee Lauder
EL
+$728K

Sector Composition

1 Technology 19.85%
2 Healthcare 14.03%
3 Industrials 13.91%
4 Consumer Discretionary 11.61%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$17K ﹤0.01%
788
302
$17K ﹤0.01%
216
-23
303
$17K ﹤0.01%
271
304
$17K ﹤0.01%
200
305
$17K ﹤0.01%
557
306
$16K ﹤0.01%
100
307
$16K ﹤0.01%
434
308
$16K ﹤0.01%
135
309
$16K ﹤0.01%
200
310
$15K ﹤0.01%
305
311
– –
0
312
$15K ﹤0.01%
390
313
$15K ﹤0.01%
606
314
$14K ﹤0.01%
900
-966
315
$14K ﹤0.01%
304
316
$14K ﹤0.01%
204
317
$13K ﹤0.01%
220
-160
318
$13K ﹤0.01%
209
319
$13K ﹤0.01%
608
320
$13K ﹤0.01%
105
321
$12K ﹤0.01%
+1,000
322
$12K ﹤0.01%
234
323
$11K ﹤0.01%
108
324
$11K ﹤0.01%
+1,000
325
$11K ﹤0.01%
300
11 12
13
14 15