AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.29M
3
+$577K
4
HAE icon
Haemonetics
HAE
+$438K
5
DKS icon
Dick's Sporting Goods
DKS
+$296K

Top Sells

1
+$2.01M
2
+$476K
3
+$240K
4
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$236K
5
SMG icon
ScottsMiracle-Gro
SMG
+$230K

Sector Composition

1 Technology 17.21%
2 Healthcare 16.03%
3 Consumer Discretionary 15.38%
4 Industrials 14.34%
5 Financials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.35M 0.79%
66,413
-584
52
$3.11M 0.74%
34,245
+200
53
$3.02M 0.71%
57,904
-241
54
$2.94M 0.7%
29,091
-350
55
$2.82M 0.67%
68,373
-199
56
$2.64M 0.62%
75,284
-1,350
57
$2.57M 0.61%
28,038
58
$2.3M 0.54%
40,481
-510
59
$2.18M 0.52%
44,925
+440
60
$2.16M 0.51%
40,902
-700
61
$2.12M 0.5%
45,975
+600
62
$1.79M 0.43%
97,865
63
$1.66M 0.39%
43,417
+1,150
64
$1.53M 0.36%
24,175
-400
65
$1.48M 0.35%
12,703
+750
66
$1.47M 0.35%
40,821
67
$1.46M 0.34%
84,424
-2,700
68
$1.27M 0.3%
30,500
69
$1.22M 0.29%
63,800
70
$917K 0.22%
27,670
-2,000
71
$820K 0.19%
10,072
72
$817K 0.19%
21,837
-952
73
$795K 0.19%
5,400
-1,600
74
$783K 0.19%
15,950
+2,625
75
$759K 0.18%
25,200
1 2
3
4 5