AIM

Arcadia Investment Management Portfolio holdings

AUM $584M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$176K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.88M
3
+$2.11M
4
AFSI
AmTrust Financial Services, Inc.
AFSI
+$1.44M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$656K

Top Sells

1
+$1.87M
2
+$1.58M
3
+$1.56M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.37M
5
DKS icon
Dick's Sporting Goods
DKS
+$1.36M

Sector Composition

1 Technology 18.51%
2 Healthcare 16.21%
3 Consumer Discretionary 14.44%
4 Industrials 13.25%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$69K 0.02%
1,533
152
$68K 0.02%
+1,730
153
$65K 0.02%
+190
154
$65K 0.02%
840
155
$65K 0.02%
450
+350
156
$64K 0.02%
610
157
$62K 0.02%
1,000
158
$62K 0.02%
+1,691
159
$61K 0.02%
2,250
160
$60K 0.02%
1,560
161
$59K 0.02%
+1,650
162
$58K 0.02%
1,153
163
$56K 0.02%
+495
164
$55K 0.02%
1,000
165
$53K 0.02%
400
166
$52K 0.02%
3,000
-3,274
167
$52K 0.02%
+703
168
$50K 0.02%
960
169
$49K 0.02%
620
170
$48K 0.01%
666
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171
$48K 0.01%
+590
172
$46K 0.01%
150
173
$45K 0.01%
2,000
174
$45K 0.01%
700
175
$44K 0.01%
+820
5 6
7
8 9