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
$317M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$898K
2
+$887K
3
+$697K
4
PG icon
Procter & Gamble
PG
+$631K
5
LOGM
LogMein, Inc.
LOGM
+$628K

Top Sells

1
+$1.46M
2
+$1.23M
3
+$1.22M
4
CAVM
Cavium, Inc.
CAVM
+$1.03M
5
RVTY icon
Revvity
RVTY
+$821K

Sector Composition

1 Technology 19.28%
2 Healthcare 14.17%
3 Consumer Discretionary 12.87%
4 Industrials 12.82%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$108K 0.03%
1,395
152
$107K 0.03%
2,515
+1,131
153
$106K 0.03%
1,183
154
$102K 0.03%
1,400
155
$102K 0.03%
793
156
$102K 0.03%
721
+120
157
$98K 0.03%
1,383
158
$98K 0.03%
1,766
+563
159
$97K 0.03%
907
160
$94K 0.03%
850
-183
161
$92K 0.03%
2,725
+475
162
$92K 0.03%
1,000
163
$91K 0.03%
+2,185
164
$91K 0.03%
2,334
-5,400
165
$90K 0.03%
1,370
+150
166
$87K 0.03%
2,400
-2,000
167
$87K 0.03%
1,850
168
$87K 0.03%
1,000
169
$86K 0.03%
1,716
170
$86K 0.03%
1,000
171
$86K 0.03%
600
172
$85K 0.03%
+5,445
173
$84K 0.03%
600
174
$83K 0.03%
2,633
-120
175
$81K 0.03%
1,000
5 6
7
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