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
$384M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$943K
3 +$834K
4
CERN
Cerner Corp
CERN
+$729K
5
DLR icon
Digital Realty Trust
DLR
+$708K

Top Sells

1 +$1.41M
2 +$1.27M
3 +$1.12M
4
OMC icon
Omnicom Group
OMC
+$1.08M
5
ECL icon
Ecolab
ECL
+$346K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 16.16%
3 Healthcare 15.32%
4 Industrials 14.64%
5 Financials 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$229K 0.06%
6,673
-611
102
$219K 0.06%
2,273
103
$212K 0.06%
14,159
104
$204K 0.05%
+4,475
105
$187K 0.05%
12,788