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
$411M
AUM Growth
+$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.6M
3
+$2.14M
4
VEEV icon
Veeva Systems
VEEV
+$1.94M
5
PYPL icon
PayPal
PYPL
+$1.55M

Top Sells

1
+$4.69M
2
+$1.81M
3
+$1.14M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$948K
5
AMG icon
Affiliated Managers Group
AMG
+$797K

Sector Composition

1 Technology 26.75%
2 Healthcare 17.25%
3 Consumer Discretionary 11.77%
4 Financials 9.31%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.84M 1.42%
24,183
+890
27
$5.25M 1.28%
208,456
-14,350
28
$5.17M 1.26%
196,040
-2,125
29
$5M 1.22%
233,552
-8,640
30
$4.97M 1.21%
12,265
+3,440
31
$4.89M 1.19%
83,159
32
$4.42M 1.08%
46,402
+22,476
33
$4.35M 1.06%
61,580
-100
34
$4.08M 0.99%
72,008
-8,529
35
$4.04M 0.98%
27,128
+2,649
36
$3.96M 0.97%
65,063
-4,590
37
$3.94M 0.96%
8,651
+551
38
$3.79M 0.92%
24,185
-1,106
39
$3.65M 0.89%
80,797
+4,090
40
$3.6M 0.88%
25,333
+912
41
$3.54M 0.86%
39,825
+6,950
42
$3.44M 0.84%
67,206
+7,845
43
$3.24M 0.79%
18,210
+495
44
$3.09M 0.75%
+54,492
45
$2.95M 0.72%
32,896
-315
46
$2.48M 0.6%
4,954
+1,294
47
$2.46M 0.6%
17,218
-12,630
48
$2.26M 0.55%
7,288
-30
49
$2.24M 0.55%
33,563
-325
50
$2.18M 0.53%
15,886
+725
1
2
3 4 5