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
401
$5K ﹤0.01%
99
402
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200
403
$5K ﹤0.01%
84
404
0
405
$4K ﹤0.01%
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406
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131
407
$4K ﹤0.01%
+71
408
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+109
409
$4K ﹤0.01%
100
410
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$4K ﹤0.01%
+365
412
$4K ﹤0.01%
+75
413
$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
+211
417
$3K ﹤0.01%
+300
418
$3K ﹤0.01%
50
419
$2K ﹤0.01%
27
-525
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$2K ﹤0.01%
100
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$2K ﹤0.01%
104
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$2K ﹤0.01%
106
423
$2K ﹤0.01%
+560
424
$1K ﹤0.01%
72
-9,500
425
$1K ﹤0.01%
6