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
$306M
AUM Growth
+$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.84M
3
+$1.59M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.35M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.07M

Top Sells

1
+$3M
2
+$1.85M
3
+$1.31M
4
SRCL
Stericycle Inc
SRCL
+$1.3M
5
CAVM
Cavium, Inc.
CAVM
+$1.28M

Sector Composition

1 Technology 18.61%
2 Healthcare 14.66%
3 Consumer Discretionary 13.6%
4 Industrials 12.4%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
0
127
$172K 0.06%
2,049
-492
128
$166K 0.05%
4,800
129
$166K 0.05%
2,155
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130
$163K 0.05%
2,921
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131
$161K 0.05%
2,750
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132
$161K 0.05%
7,005
-2,100
133
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1,507
134
$153K 0.05%
4,400
+2,000
135
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136
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137
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138
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139
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140
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141
$123K 0.04%
585
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142
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3,347
143
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144
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145
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146
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147
$110K 0.04%
75
148
$110K 0.04%
5,600
-4,000
149
$106K 0.03%
1,600
150
$106K 0.03%
1,570
4 5
6
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