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
$333M
AUM Growth
-$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.58M
3
+$2.48M
4
AAPL icon
Apple
AAPL
+$2.02M
5
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$1.76M

Top Sells

1
+$3.58M
2
+$1.6M
3
+$1.27M
4
EXPD icon
Expeditors International
EXPD
+$1.23M
5
AMG icon
Affiliated Managers Group
AMG
+$1.16M

Sector Composition

1 Technology 17.13%
2 Healthcare 15.31%
3 Industrials 14.45%
4 Consumer Discretionary 13.63%
5 Energy 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.49M 0.75%
18,540
+13,140
52
$2.46M 0.74%
89,650
-490
53
$2.38M 0.71%
32,632
-3,645
54
$2.34M 0.7%
39,550
-12,789
55
$2.28M 0.69%
56,289
-30,426
56
$2.23M 0.67%
26,475
+150
57
$1.94M 0.58%
53,724
+500
58
$1.7M 0.51%
35,200
-925
59
$1.68M 0.5%
75,020
-71,335
60
$1.65M 0.49%
15,446
-792
61
$1.61M 0.48%
13,124
-2,107
62
$1.55M 0.46%
16,608
-5,874
63
$1.49M 0.45%
+28,495
64
$1.48M 0.45%
20,162
-1,200
65
$1.41M 0.42%
34,800
-19,223
66
$1.33M 0.4%
29,050
-3,950
67
$1.24M 0.37%
+14,015
68
$1.08M 0.32%
38,474
69
$1.05M 0.32%
+21,195
70
$985K 0.3%
21,595
-21,175
71
$885K 0.27%
37,658
-1,800
72
$878K 0.26%
23,139
-4,800
73
$790K 0.24%
25,200
74
$717K 0.22%
53,600
-2,000
75
$714K 0.21%
17,159
-6,858
1 2
3
4