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
76
$732K 0.18%
460
-378
77
$728K 0.18%
17,230
+5,630
78
$713K 0.17%
5,069
-18
79
$680K 0.17%
5,750
80
$627K 0.15%
4,660
-10
81
$624K 0.15%
6,635
82
$623K 0.15%
9,800
83
$587K 0.14%
+3,450
84
$555K 0.14%
4,555
+135
85
$554K 0.13%
1,680
86
$502K 0.12%
23,500
87
$499K 0.12%
2,412
-4,583
88
$496K 0.12%
11,700
-50
89
$489K 0.12%
3,284
-31,485
90
$469K 0.11%
6,173
91
$452K 0.11%
20,199
-575
92
$449K 0.11%
1,384
-477
93
$430K 0.1%
1,892
-150
94
$394K 0.1%
2,134
+66
95
$373K 0.09%
5,600
96
$359K 0.09%
2,751
97
$359K 0.09%
3,280
+2,180
98
$350K 0.09%
3,928
99
$338K 0.08%
3,860
100
$322K 0.08%
3,300
2 3
4
5 6