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
$357M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.28M
3
+$1.2M
4
MDSO
Medidata Solutions, Inc.
MDSO
+$1.06M
5
WSO icon
Watsco Inc
WSO
+$861K

Top Sells

1
+$1.85M
2
+$1.59M
3
+$999K
4
OMC icon
Omnicom Group
OMC
+$803K
5
EL icon
Estee Lauder
EL
+$728K

Sector Composition

1 Technology 19.85%
2 Healthcare 14.03%
3 Industrials 13.91%
4 Consumer Discretionary 11.61%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 0.63%
19,364
-800
52
$2.24M 0.63%
30,393
+11,423
53
$2.23M 0.62%
130,821
+4,866
54
$2.2M 0.62%
19,235
+4,896
55
$2.19M 0.61%
30,175
56
$2.16M 0.61%
1,244
+492
57
$2.11M 0.59%
32,920
-5,215
58
$2.04M 0.57%
192,402
+1,134
59
$2.02M 0.57%
33,102
-1,194
60
$1.84M 0.52%
53,662
-1,471
61
$1.77M 0.5%
8,771
-1,203
62
$1.77M 0.5%
70,906
-13,194
63
$1.73M 0.48%
17,379
-335
64
– –
0
65
$1.61M 0.45%
13,450
66
$1.58M 0.44%
8,250
+1,480
67
$1.52M 0.42%
20,730
-1,365
68
$1.43M 0.4%
14,695
69
$1.42M 0.4%
26,020
-200
70
$1.4M 0.39%
30,383
-5,341
71
$1.39M 0.39%
19,029
-11,026
72
$1.32M 0.37%
18,726
+6,635
73
$1.28M 0.36%
29,200
-200
74
$1.25M 0.35%
47,027
-3,330
75
$1.21M 0.34%
62,648
-51,747
1 2
3
4 5