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
$411M
AUM Growth
+$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.6M
3
+$2.14M
4
VEEV icon
Veeva Systems
VEEV
+$1.94M
5
PYPL icon
PayPal
PYPL
+$1.55M

Top Sells

1
+$4.69M
2
+$1.81M
3
+$1.14M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$948K
5
AMG icon
Affiliated Managers Group
AMG
+$797K

Sector Composition

1 Technology 26.75%
2 Healthcare 17.25%
3 Consumer Discretionary 11.77%
4 Financials 9.31%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.49%
24,300
52
$1.9M 0.46%
12,870
-25
53
$1.78M 0.43%
105,619
-2,450
54
$1.62M 0.39%
22,840
-192
55
$1.56M 0.38%
4,328
+645
56
$1.54M 0.38%
15,695
-125
57
$1.53M 0.37%
6,723
+1,833
58
$1.5M 0.37%
27,200
-6,000
59
$1.48M 0.36%
24,801
-1,955
60
$1.46M 0.36%
4,737
+975
61
$1.46M 0.36%
21,297
-1,990
62
$1.38M 0.34%
14,015
-900
63
$1.34M 0.33%
11,795
+675
64
$1.32M 0.32%
9,967
+67
65
$1.26M 0.31%
13,749
+1,215
66
$1.26M 0.31%
31,734
-17
67
$1.14M 0.28%
18,685
-1,383
68
$1.07M 0.26%
8,990
+1,200
69
$1.01M 0.25%
60,000
-20,000
70
$890K 0.22%
6,382
+1,725
71
$878K 0.21%
8,400
72
$808K 0.2%
44,477
+12,685
73
$804K 0.2%
3,410
+605
74
$767K 0.19%
17,146
+224
75
$747K 0.18%
24,088
+3,162
1 2
3
4 5