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
$333M
AUM Growth
-$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.58M
3
+$2.48M
4
AAPL icon
Apple
AAPL
+$2.02M
5
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$1.76M

Top Sells

1
+$3.58M
2
+$1.6M
3
+$1.27M
4
EXPD icon
Expeditors International
EXPD
+$1.23M
5
AMG icon
Affiliated Managers Group
AMG
+$1.16M

Sector Composition

1 Technology 17.13%
2 Healthcare 15.31%
3 Industrials 14.45%
4 Consumer Discretionary 13.63%
5 Energy 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.9M 1.77%
193,422
+7,908
27
$5.75M 1.72%
51,772
-502
28
$5.66M 1.7%
92,165
-358
29
$5.64M 1.69%
147,375
-9,996
30
$5.35M 1.6%
43,936
+8
31
$4.54M 1.36%
64,310
-17,924
32
$4.43M 1.33%
101,700
+345
33
$4.28M 1.28%
75,317
+3,667
34
$4.13M 1.24%
88,925
-6,950
35
$4.07M 1.22%
70,531
+44,590
36
$4.03M 1.21%
99,991
+61,641
37
$3.96M 1.19%
37,200
38
$3.9M 1.17%
72,358
+4,567
39
$3.74M 1.12%
54,115
-1,585
40
$3.73M 1.12%
45,318
-43,485
41
$3.64M 1.09%
41,620
+2,540
42
$3.59M 1.08%
52,076
-8,540
43
$3.57M 1.07%
177,180
+15,000
44
$3.02M 0.91%
32,083
45
$2.98M 0.89%
+116,780
46
$2.94M 0.88%
159,956
+29,460
47
$2.86M 0.86%
62,771
+625
48
$2.69M 0.81%
61,295
-6,740
49
$2.52M 0.76%
21,616
+675
50
$2.5M 0.75%
40,085
+925
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