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
$301M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.81M
3
+$1.81M
4
TRMB icon
Trimble
TRMB
+$1.32M
5
URI icon
United Rentals
URI
+$750K

Top Sells

1
+$2.93M
2
+$1.61M
3
+$1.42M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$1.05M
5
ADBE icon
Adobe
ADBE
+$918K

Sector Composition

1 Technology 18.94%
2 Healthcare 16.65%
3 Consumer Discretionary 13.51%
4 Industrials 12.68%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$90K 0.03%
1,831
-1,000
152
$86K 0.03%
2,400
153
$86K 0.03%
600
154
$83K 0.03%
793
155
$82K 0.03%
1,000
156
$82K 0.03%
1,200
-500
157
$82K 0.03%
1,375
-220
158
$79K 0.03%
523
+311
159
$78K 0.03%
1,344
-77
160
$77K 0.03%
601
161
$76K 0.03%
2,000
-6
162
$76K 0.03%
1,844
163
$75K 0.02%
600
+200
164
$74K 0.02%
205
165
$74K 0.02%
907
166
$73K 0.02%
749
167
$71K 0.02%
2,250
168
$70K 0.02%
2,844
169
$70K 0.02%
1,000
170
$69K 0.02%
1,000
171
$69K 0.02%
1,153
172
$69K 0.02%
865
173
$66K 0.02%
375
-8
174
$65K 0.02%
+592
175
$62K 0.02%
1,650
5 6
7
8 9