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
$333M
AUM Growth
-$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.58M
3
+$2.48M
4
AAPL icon
Apple
AAPL
+$2.02M
5
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$1.76M

Top Sells

1
+$3.58M
2
+$1.6M
3
+$1.27M
4
EXPD icon
Expeditors International
EXPD
+$1.23M
5
AMG icon
Affiliated Managers Group
AMG
+$1.16M

Sector Composition

1 Technology 17.13%
2 Healthcare 15.31%
3 Industrials 14.45%
4 Consumer Discretionary 13.63%
5 Energy 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$532K 0.16%
11,471
-600
77
$468K 0.14%
3,947
78
$453K 0.14%
1,800
79
$431K 0.13%
4,700
80
$400K 0.12%
4,625
-11,700
81
$392K 0.12%
4,700
82
$382K 0.11%
9,227
-9,334
83
$353K 0.11%
3,718
-2,250
84
$337K 0.1%
5,593
85
$327K 0.1%
6,297
86
$320K 0.1%
1,626
87
$287K 0.09%
9,864
-29,400
88
$287K 0.09%
3,428
89
$269K 0.08%
2,254
90
$264K 0.08%
2,864
91
$258K 0.08%
6,311
92
$239K 0.07%
957
+25
93
$234K 0.07%
3,840
-866
94
$226K 0.07%
7,000
95
$206K 0.06%
2,688
-120
96
– –
-1,750
1 2 3
4