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
51
$2.48M 0.83%
36,625
-785
52
$2.35M 0.78%
89,104
-22,464
53
$2.35M 0.78%
81,996
-300
54
$2.23M 0.74%
44,584
-950
55
$1.98M 0.66%
61,506
-1,444
56
$1.95M 0.65%
22,152
-500
57
$1.81M 0.6%
+42,607
58
$1.81M 0.6%
+71,216
59
$1.79M 0.59%
63,747
-37,365
60
$1.65M 0.55%
15,175
61
$1.6M 0.53%
59,485
-10,735
62
$1.53M 0.51%
19,087
-2,884
63
$1.42M 0.47%
10,086
-2,264
64
$1.33M 0.44%
23,390
-1,275
65
$1.26M 0.42%
17,867
66
$1.22M 0.4%
9,045
-460
67
$1.21M 0.4%
15,233
-13
68
$1.2M 0.4%
22,300
69
$1.19M 0.39%
42,987
+150
70
$1.17M 0.39%
9,403
+2,583
71
$1.05M 0.35%
7,465
+475
72
$1.03M 0.34%
12,755
+410
73
$1.02M 0.34%
14,695
74
$963K 0.32%
27,550
-3,000
75
$950K 0.32%
8,038
1 2
3
4 5