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
$422M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.29M
3
+$577K
4
HAE icon
Haemonetics
HAE
+$438K
5
DKS icon
Dick's Sporting Goods
DKS
+$296K

Top Sells

1
+$2.01M
2
+$476K
3
+$240K
4
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$236K
5
SMG icon
ScottsMiracle-Gro
SMG
+$230K

Sector Composition

1 Technology 17.21%
2 Healthcare 16.03%
3 Consumer Discretionary 15.38%
4 Industrials 14.34%
5 Financials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.32M 1.5%
61,151
-557
27
$6.32M 1.5%
128,470
28
$6.14M 1.45%
176,959
-1,150
29
$5.87M 1.39%
175,880
+700
30
$5.82M 1.38%
101,389
-1,400
31
$5.78M 1.37%
288,512
-2,800
32
$5.53M 1.31%
73,600
33
$5.52M 1.31%
124,832
+100
34
$5.17M 1.22%
74,880
+18,730
35
$5.1M 1.21%
85,523
+650
36
$5.01M 1.19%
33,631
+105
37
$4.81M 1.14%
99,643
+1,000
38
$4.76M 1.13%
207,395
+300
39
$4.74M 1.12%
93,291
-2,820
40
$4.52M 1.07%
54,449
-300
41
$4.5M 1.07%
37,815
+70
42
$4.5M 1.06%
209,397
+1,896
43
$4.15M 0.98%
176,133
-600
44
$4.14M 0.98%
157,270
-200
45
$4.11M 0.97%
30,627
-167
46
$4.01M 0.95%
97,320
+2,900
47
$3.96M 0.94%
54,021
48
$3.73M 0.88%
62,203
+490
49
$3.66M 0.87%
61,100
-4,000
50
$3.49M 0.83%
62,675
+1,805
1
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