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
$327M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.85M
3
+$1.31M
4
EEMA icon
iShares MSCI Emerging Markets Asia ETF
EEMA
+$1.28M
5
KNX icon
Knight Transportation
KNX
+$1.22M

Top Sells

1
+$2.64M
2
+$1.87M
3
+$1.54M
4
DHR icon
Danaher
DHR
+$1.47M
5
KNGT
KNIGHT TRANSPORTATION INC
KNGT
+$1.1M

Sector Composition

1 Technology 19.8%
2 Healthcare 14.82%
3 Industrials 13.39%
4 Consumer Discretionary 11.25%
5 Financials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.66%
114,395
-14,575
52
$2.12M 0.65%
84,100
-35,494
53
$1.98M 0.6%
38,135
-165
54
$1.97M 0.6%
125,955
+118,617
55
$1.91M 0.58%
191,268
+130,728
56
$1.89M 0.58%
34,296
-10,810
57
$1.87M 0.57%
55,133
-685
58
$1.76M 0.54%
9,974
-2,550
59
$1.7M 0.52%
10,555
+895
60
$1.6M 0.49%
17,714
+200
61
– –
0
62
$1.58M 0.48%
14,339
+6,211
63
$1.56M 0.48%
35,724
+8,711
64
$1.55M 0.47%
26,220
+3,800
65
$1.54M 0.47%
31,980
+1,960
66
$1.52M 0.47%
22,095
-350
67
$1.5M 0.46%
13,450
68
$1.4M 0.43%
14,695
69
$1.38M 0.42%
752
+72
70
$1.32M 0.4%
18,970
+18,345
71
$1.31M 0.4%
50,357
+5,361
72
$1.23M 0.38%
6,770
+825
73
$1.22M 0.37%
+29,400
74
$1.18M 0.36%
15,400
-8,665
75
$1.14M 0.35%
40,850
+19,150
1 2
3
4 5