AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
This Quarter Return
+25.13%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$411M
AUM Growth
+$411M
(+24%)
Cap. Flow
+$4.45M
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
32.14%
Holding
302
New
9
Increased
48
Reduced
69
Closed
34
Top Buys
| 1 |
BWX Technologies
BWXT
|
$3.09M |
| 2 |
Amazon
AMZN
|
$2.6M |
| 3 |
American Express
AXP
|
$2.14M |
| 4 |
Veeva Systems
VEEV
|
$1.94M |
| 5 |
PayPal
PYPL
|
$1.55M |
Top Sells
| 1 |
United Rentals
URI
|
$4.69M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.81M |
| 3 |
Middleby
MIDD
|
$1.14M |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
$948K |
| 5 |
Affiliated Managers Group
AMG
|
$797K |
Sector Composition
| 1 | Technology | 26.75% |
| 2 | Healthcare | 17.25% |
| 3 | Consumer Discretionary | 11.77% |
| 4 | Financials | 9.31% |
| 5 | Industrials | 8.14% |