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
$317M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$898K
2
+$887K
3
+$697K
4
PG icon
Procter & Gamble
PG
+$631K
5
LOGM
LogMein, Inc.
LOGM
+$628K

Top Sells

1
+$1.46M
2
+$1.23M
3
+$1.22M
4
CAVM
Cavium, Inc.
CAVM
+$1.03M
5
RVTY icon
Revvity
RVTY
+$821K

Sector Composition

1 Technology 19.28%
2 Healthcare 14.17%
3 Consumer Discretionary 12.87%
4 Industrials 12.82%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.53M 0.8%
30,475
+200
52
$2.28M 0.72%
36,024
-4,173
53
$2.17M 0.69%
15,792
+3,250
54
$2.14M 0.68%
20,902
-1,250
55
$1.94M 0.61%
59,656
-754
56
$1.82M 0.58%
42,190
-5,525
57
$1.81M 0.57%
57,747
-16,101
58
$1.72M 0.54%
93,303
+11,233
59
$1.68M 0.53%
28,870
-14,150
60
$1.57M 0.5%
19,907
+2,265
61
$1.5M 0.48%
13,450
62
$1.36M 0.43%
17,687
-1,844
63
$1.3M 0.41%
16,267
64
$1.28M 0.4%
32,202
+17,550
65
$1.27M 0.4%
8,312
-1,024
66
$1.24M 0.39%
24,860
+3,140
67
$1.21M 0.38%
24,932
+3,547
68
$1.2M 0.38%
43,266
-3,480
69
$1.2M 0.38%
7,685
-450
70
$1.18M 0.37%
13,030
+2,540
71
$1.17M 0.37%
14,695
72
$1.11M 0.35%
24,945
-27,655
73
$979K 0.31%
6,840
-745
74
$939K 0.3%
3,956
75
$937K 0.3%
24,617
+810
1 2
3
4 5