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
$306M
AUM Growth
+$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.84M
3
+$1.59M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.35M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.07M

Top Sells

1
+$3M
2
+$1.85M
3
+$1.31M
4
SRCL
Stericycle Inc
SRCL
+$1.3M
5
CAVM
Cavium, Inc.
CAVM
+$1.28M

Sector Composition

1 Technology 18.61%
2 Healthcare 14.66%
3 Consumer Discretionary 13.6%
4 Industrials 12.4%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.37M 0.78%
30,422
+23,542
52
$2.31M 0.76%
66,455
-18,636
53
$2.28M 0.75%
22,152
54
$2.28M 0.75%
47,715
-18,420
55
$2.27M 0.74%
45,620
+845
56
$2.25M 0.74%
82,070
+22,585
57
$2.24M 0.73%
43,020
-35,515
58
$1.96M 0.64%
110,990
+108,490
59
$1.86M 0.61%
60,410
-1,096
60
$1.69M 0.55%
12,542
+3,139
61
$1.66M 0.54%
26,594
-20,535
62
$1.48M 0.48%
19,531
+1,664
63
$1.44M 0.47%
9,336
-750
64
$1.41M 0.46%
13,450
-1,725
65
$1.31M 0.43%
17,642
+11,209
66
$1.29M 0.42%
16,267
+3,512
67
$1.26M 0.41%
46,746
+3,759
68
$1.15M 0.38%
8,135
-910
69
$1.14M 0.37%
14,695
70
$1.14M 0.37%
21,385
-2,005
71
$1.12M 0.37%
7,585
+120
72
$1.02M 0.33%
19,000
-3,300
73
$950K 0.31%
+21,720
74
$909K 0.3%
10,490
+5,350
75
$890K 0.29%
3,956
+851
1 2
3
4 5