AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
326
– –
0
327
$10K ﹤0.01%
130
328
$10K ﹤0.01%
310
329
$10K ﹤0.01%
210
330
$9K ﹤0.01%
175
331
$9K ﹤0.01%
108
-200
332
$9K ﹤0.01%
260
333
$8K ﹤0.01%
67
334
$8K ﹤0.01%
300
335
$7K ﹤0.01%
628
336
$7K ﹤0.01%
186
337
$7K ﹤0.01%
121
-604
338
$7K ﹤0.01%
125
-572
339
$7K ﹤0.01%
+50
340
$6K ﹤0.01%
71
341
$6K ﹤0.01%
118
342
$5K ﹤0.01%
75
-260
343
$5K ﹤0.01%
99
344
$4K ﹤0.01%
100
345
$4K ﹤0.01%
100
346
$4K ﹤0.01%
78
347
$2K ﹤0.01%
26
348
$2K ﹤0.01%
47
-278
349
$2K ﹤0.01%
100
350
$1K ﹤0.01%
+8
12 13
14
15 16