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
$493M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.38M
3
+$911K
4
APD icon
Air Products & Chemicals
APD
+$817K
5
SU icon
Suncor Energy
SU
+$796K

Top Sells

1
+$1.13M
2
+$968K
3
+$817K
4
SYK icon
Stryker
SYK
+$755K
5
ORCL icon
Oracle
ORCL
+$625K

Sector Composition

1 Technology 34.31%
2 Healthcare 15.1%
3 Consumer Discretionary 9.33%
4 Industrials 8.39%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10.4K ﹤0.01%
1,000
302
$10.3K ﹤0.01%
941
-3,162
303
$9.76K ﹤0.01%
100
304
$9.69K ﹤0.01%
+157
305
$9.18K ﹤0.01%
100
306
$9.14K ﹤0.01%
70
307
$9.13K ﹤0.01%
161
+103
308
$8.57K ﹤0.01%
35
309
$7.87K ﹤0.01%
110
310
$7.35K ﹤0.01%
20
311
$6.92K ﹤0.01%
55
-375
312
$6.74K ﹤0.01%
44
313
$6.71K ﹤0.01%
1,000
314
$5.99K ﹤0.01%
186
315
$5.98K ﹤0.01%
70
316
$5.75K ﹤0.01%
125
-13
317
$4.5K ﹤0.01%
+250
318
$4.25K ﹤0.01%
125
319
$4.06K ﹤0.01%
455
320
$3.57K ﹤0.01%
100
321
$3.52K ﹤0.01%
16
322
$2.96K ﹤0.01%
57
323
$2.9K ﹤0.01%
134
-98
324
$1.74K ﹤0.01%
10
+1
325
$1.64K ﹤0.01%
29
11 12
13
14 15