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
376
$10K ﹤0.01%
+210
377
$9K ﹤0.01%
+96
378
$9K ﹤0.01%
+108
379
$9K ﹤0.01%
+67
380
$9K ﹤0.01%
+175
381
$9K ﹤0.01%
205
382
$8K ﹤0.01%
11
383
$8K ﹤0.01%
150
384
$8K ﹤0.01%
126
385
$8K ﹤0.01%
+449
386
$8K ﹤0.01%
+130
387
$7K ﹤0.01%
186
388
$7K ﹤0.01%
+91
389
$7K ﹤0.01%
+555
390
$7K ﹤0.01%
+122
391
$7K ﹤0.01%
30
392
$6K ﹤0.01%
+600
393
$6K ﹤0.01%
+254
394
$6K ﹤0.01%
1
395
$6K ﹤0.01%
+197
396
$6K ﹤0.01%
+2,500
397
$5K ﹤0.01%
33
398
$5K ﹤0.01%
+87
399
$5K ﹤0.01%
71
400
$5K ﹤0.01%
118