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
326
$20K 0.01%
2,000
327
$20K 0.01%
+417
328
$20K 0.01%
85
-500
329
$20K 0.01%
+3,000
330
$19K 0.01%
+428
331
$19K 0.01%
+239
332
$19K 0.01%
788
333
$19K 0.01%
+773
334
$19K 0.01%
+91
335
$18K 0.01%
+182
336
$18K 0.01%
+2,241
337
$18K 0.01%
390
338
$18K 0.01%
+780
339
$17K 0.01%
280
340
$17K 0.01%
325
341
$17K 0.01%
160
342
$17K 0.01%
+195
343
$16K 0.01%
+65
344
$16K 0.01%
+5,800
345
$15K ﹤0.01%
+1,009
346
$15K ﹤0.01%
+557
347
$15K ﹤0.01%
500
348
$14K ﹤0.01%
500
349
$14K ﹤0.01%
+2,400
350
$14K ﹤0.01%
175
12 13
14
15 16