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
351
$1K ﹤0.01%
9
352
$1K ﹤0.01%
25
-5,375
353
$1K ﹤0.01%
72
354
$1K ﹤0.01%
+45
355
$1K ﹤0.01%
+24
356
$1K ﹤0.01%
6
357
$1K ﹤0.01%
12
358
– –
-2,400
359
$0 ﹤0.01%
14
360
– –
-417
361
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0
362
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363
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0
364
– –
-190
365
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366
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367
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-22,073
368
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369
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370
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-600
371
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-376
372
– –
-52
373
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0
374
– –
-300
375
– –
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12 13 14
15
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