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
$357M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.28M
3
+$1.2M
4
MDSO
Medidata Solutions, Inc.
MDSO
+$1.06M
5
WSO icon
Watsco Inc
WSO
+$861K

Top Sells

1
+$1.85M
2
+$1.59M
3
+$999K
4
OMC icon
Omnicom Group
OMC
+$803K
5
EL icon
Estee Lauder
EL
+$728K

Sector Composition

1 Technology 19.85%
2 Healthcare 14.03%
3 Industrials 13.91%
4 Consumer Discretionary 11.61%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38M 1.22%
26,668
-1,745
27
$4.29M 1.2%
87,688
+5,045
28
$4.28M 1.2%
98,744
-7,425
29
$4.16M 1.17%
27,315
+3,333
30
$4.16M 1.16%
113,158
+11,380
31
$4.09M 1.14%
35,868
+3,855
32
$4.04M 1.13%
63,803
+16,798
33
$4.02M 1.12%
293,772
+2,040
34
$4M 1.12%
22,643
+6,823
35
$3.99M 1.12%
21,063
+3,068
36
$3.96M 1.11%
36,152
+955
37
$3.85M 1.08%
57,084
+2,360
38
$3.76M 1.05%
71,780
-320
39
$3.54M 0.99%
31,512
+2,995
40
$3.52M 0.98%
20,433
+68
41
$3.23M 0.9%
68,348
-1,400
42
$3.03M 0.85%
74,530
-965
43
$3.02M 0.84%
201,825
-8,600
44
$2.89M 0.81%
25,369
-775
45
$2.71M 0.76%
46,280
+14,300
46
$2.66M 0.74%
15,620
+5,065
47
$2.52M 0.7%
39,267
-11,328
48
$2.41M 0.67%
87,405
+46,555
49
$2.34M 0.66%
28,489
-22,433
50
$2.28M 0.64%
133,588
+726
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