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
151
$81K 0.02%
1,400
152
$79K 0.02%
300
153
$78K 0.02%
1,255
+15
154
$73K 0.02%
600
155
$73K 0.02%
1,333
-1,267
156
$72K 0.02%
7,000
157
$72K 0.02%
1,664
158
$71K 0.02%
2,272
159
$71K 0.02%
612
+314
160
$67K 0.02%
600
161
$67K 0.02%
1,500
162
$66K 0.02%
300
-200
163
$63K 0.02%
200
164
$63K 0.02%
805
-1,900
165
$62K 0.02%
825
-10,609
166
$61K 0.01%
2,000
167
$60K 0.01%
1,000
168
$59K 0.01%
1,000
169
$58K 0.01%
2,500
170
$58K 0.01%
751
171
$55K 0.01%
907
172
$53K 0.01%
770
-1,233
173
$53K 0.01%
6,000
+2,000
174
$51K 0.01%
1,875
175
$51K 0.01%
1,018
5 6
7
8 9