AIM

Arcadia Investment Management Portfolio holdings

AUM $584M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
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 +$885K
2 +$844K
3 +$677K
4
LOGM
LogMein, Inc.
LOGM
+$641K
5
PG icon
Procter & Gamble
PG
+$623K

Top Sells

1 +$1.4M
2 +$1.36M
3 +$1.12M
4
CAVM
Cavium, Inc.
CAVM
+$963K
5
ACN icon
Accenture
ACN
+$804K

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
426
$1K ﹤0.01%
72
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$0 ﹤0.01%
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