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
$327M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.85M
3
+$1.31M
4
EEMA icon
iShares MSCI Emerging Markets Asia ETF
EEMA
+$1.28M
5
KNX icon
Knight Transportation
KNX
+$1.22M

Top Sells

1
+$2.64M
2
+$1.87M
3
+$1.54M
4
DHR icon
Danaher
DHR
+$1.47M
5
KNGT
KNIGHT TRANSPORTATION INC
KNGT
+$1.1M

Sector Composition

1 Technology 19.8%
2 Healthcare 14.82%
3 Industrials 13.39%
4 Consumer Discretionary 11.25%
5 Financials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.26M 1.3%
87,520
-200
27
$4.02M 1.23%
106,169
-1,822
28
$3.9M 1.19%
54,724
-975
29
$3.87M 1.18%
50,922
-19,288
30
$3.84M 1.17%
50,595
-4,800
31
$3.8M 1.16%
82,643
+2,460
32
$3.67M 1.12%
47,005
-35
33
$3.56M 1.09%
101,778
+910
34
$3.55M 1.09%
23,982
+1,679
35
$3.47M 1.06%
35,197
-3,450
36
$3.46M 1.06%
72,100
37
$3.37M 1.03%
69,748
-5,660
38
$3.37M 1.03%
32,013
+3,764
39
$3.32M 1.02%
291,732
40
$3.19M 0.97%
20,365
-186
41
$3.09M 0.94%
26,144
+609
42
$3.04M 0.93%
28,517
+1,200
43
$2.96M 0.9%
75,495
-675
44
$2.94M 0.9%
17,995
+715
45
$2.7M 0.83%
15,820
+4,275
46
$2.66M 0.81%
210,425
-600
47
$2.33M 0.71%
30,175
48
$2.23M 0.68%
30,055
-410
49
$2.22M 0.68%
+132,862
50
$2.2M 0.67%
20,164
+832
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