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
101
$309K 0.08%
1,610
102
$307K 0.07%
7,100
-11,190
103
$275K 0.07%
6,350
104
$250K 0.06%
6,892
105
$233K 0.06%
3,105
-400
106
$232K 0.06%
4,200
107
$219K 0.05%
2,400
108
$216K 0.05%
762
109
$204K 0.05%
1,583
-1,000
110
$202K 0.05%
1,600
111
$201K 0.05%
2,725
112
$199K 0.05%
2,525
-14,445
113
$175K 0.04%
6,000
114
$175K 0.04%
6,852
115
$169K 0.04%
4,230
116
$168K 0.04%
11,750
-11,750
117
$165K 0.04%
12,151
118
$159K 0.04%
2,695
-3,585
119
$155K 0.04%
1,960
120
$155K 0.04%
4,000
121
$153K 0.04%
940
122
$151K 0.04%
11,662
-1,675
123
$145K 0.04%
2,703
124
$127K 0.03%
710
125
$127K 0.03%
2,725
3 4
5
6 7