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
$354M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$3.15M
2 +$3.02M
3 +$1.8M
4
GNTX icon
Gentex
GNTX
+$969K
5
PRAA icon
PRA Group
PRAA
+$946K

Top Sells

1 +$2.43M
2 +$1.63M
3 +$1.48M
4
GILD icon
Gilead Sciences
GILD
+$811K
5
ICE icon
Intercontinental Exchange
ICE
+$708K

Sector Composition

1 Technology 17.39%
2 Healthcare 16.66%
3 Consumer Discretionary 14.93%
4 Industrials 13.81%
5 Consumer Staples 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,864