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
26
$4.27M 1.35%
31,547
-698
27
$4.2M 1.33%
32,305
+1,074
28
$4.09M 1.29%
81,248
+3,137
29
$4.06M 1.28%
315,532
-4,780
30
$3.87M 1.22%
78,622
-1,370
31
$3.7M 1.17%
62,927
-20,748
32
$3.67M 1.16%
86,660
-380
33
$3.44M 1.09%
111,919
+52
34
$3.43M 1.08%
57,935
-5,098
35
$3.33M 1.05%
80,360
+100
36
$3.33M 1.05%
151,990
+41,000
37
$3.22M 1.02%
233,650
+2,875
38
$3.11M 0.98%
29,260
-1,780
39
$3.09M 0.98%
35,806
-930
40
$2.99M 0.94%
52,119
-1,514
41
$2.98M 0.94%
93,160
-2,975
42
$2.96M 0.93%
152,385
-35,350
43
$2.78M 0.88%
13,996
-1,017
44
$2.69M 0.85%
106,774
+7,270
45
$2.65M 0.84%
45,895
+275
46
$2.65M 0.84%
20,423
+127
47
$2.58M 0.82%
61,510
-13,604
48
$2.58M 0.82%
30,960
-3,945
49
$2.55M 0.81%
28,724
-1,698
50
$2.53M 0.8%
68,893
+2,438
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