AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.29M
3
+$577K
4
HAE icon
Haemonetics
HAE
+$438K
5
DKS icon
Dick's Sporting Goods
DKS
+$296K

Top Sells

1
+$2.01M
2
+$476K
3
+$240K
4
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$236K
5
SMG icon
ScottsMiracle-Gro
SMG
+$230K

Sector Composition

1 Technology 17.21%
2 Healthcare 16.03%
3 Consumer Discretionary 15.38%
4 Industrials 14.34%
5 Financials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$740K 0.18%
11,900
-3,700
77
$667K 0.16%
8,800
78
$554K 0.13%
4,728
79
$540K 0.13%
13,560
-1,919
80
$538K 0.13%
2,911
+100
81
$512K 0.12%
17,605
82
$511K 0.12%
2,000
83
$484K 0.11%
7,000
84
$483K 0.11%
5,299
-1,044
85
$471K 0.11%
5,725
86
$460K 0.11%
3,684
-76
87
$438K 0.1%
+10,400
88
$407K 0.1%
7,100
89
$400K 0.09%
1,640
+550
90
$356K 0.08%
2
91
$338K 0.08%
2,850
92
$331K 0.08%
12,630
93
$327K 0.08%
5,593
94
$322K 0.08%
4,100
95
$315K 0.07%
12,108
96
$297K 0.07%
18,000
97
$296K 0.07%
+5,100
98
$279K 0.07%
1,553
99
$272K 0.06%
5,061
100
$272K 0.06%
5,990
1 2 3
4
5