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
$301M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1 +$2.44M
2 +$1.81M
3 +$1.81M
4
TRMB icon
Trimble
TRMB
+$1.32M
5
URI icon
United Rentals
URI
+$750K

Top Sells

1 +$2.93M
2 +$1.61M
3 +$1.42M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$1.05M
5
ADBE icon
Adobe
ADBE
+$918K

Sector Composition

1 Technology 18.94%
2 Healthcare 16.65%
3 Consumer Discretionary 13.51%
4 Industrials 12.68%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-1,265
477
-1,376
478
-420
479
-1,955
480
-795
481
-800
482
-1,307
483
-454
484
-455
485
-2,700
486
-333
487
-681
488
-9
489
-590
490
-3,800
491
-70
492
-9
493
-21
494
-2,680
495
-382
496
-325