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
$493M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.38M
3
+$911K
4
APD icon
Air Products & Chemicals
APD
+$817K
5
SU icon
Suncor Energy
SU
+$796K

Top Sells

1
+$1.13M
2
+$968K
3
+$817K
4
SYK icon
Stryker
SYK
+$755K
5
ORCL icon
Oracle
ORCL
+$625K

Sector Composition

1 Technology 34.31%
2 Healthcare 15.1%
3 Consumer Discretionary 9.33%
4 Industrials 8.39%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.54%
40,382
+6,655
52
$2.3M 0.47%
31,015
+12,280
53
$2.13M 0.43%
238,750
+35,393
54
$1.92M 0.39%
4,307
-139
55
$1.84M 0.37%
24,797
+1,733
56
$1.73M 0.35%
22,917
-1,500
57
$1.48M 0.3%
37,005
+7,508
58
$1.31M 0.27%
24,936
-96
59
$1.27M 0.26%
31,306
60
$1.23M 0.25%
8,125
-2,769
61
$1.21M 0.25%
36,760
+16,525
62
$1.04M 0.21%
9,494
-150
63
$1.03M 0.21%
7,646
-4,612
64
$1.03M 0.21%
6,539
-95
65
$1.02M 0.21%
3,491
-1,769
66
$1M 0.2%
13,270
-7,059
67
$879K 0.18%
9,507
+5,247
68
$861K 0.17%
34,975
-2,000
69
$822K 0.17%
15,564
-9,869
70
$774K 0.16%
11,606
+7,093
71
$724K 0.15%
8,013
-6,037
72
$703K 0.14%
12,665
+4,215
73
$682K 0.14%
58,807
-42,094
74
$679K 0.14%
27,850
75
$673K 0.14%
1,680
1 2
3
4 5