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
$493M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.38M
3
+$911K
4
APD icon
Air Products & Chemicals
APD
+$817K
5
SU icon
Suncor Energy
SU
+$796K

Top Sells

1
+$1.13M
2
+$968K
3
+$817K
4
SYK icon
Stryker
SYK
+$755K
5
ORCL icon
Oracle
ORCL
+$625K

Sector Composition

1 Technology 34.31%
2 Healthcare 15.1%
3 Consumer Discretionary 9.33%
4 Industrials 8.39%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$122K 0.02%
775
-1,260
152
$117K 0.02%
1,400
153
$117K 0.02%
1,000
154
$116K 0.02%
5,500
155
$113K 0.02%
500
-3
156
$109K 0.02%
5,700
-120
157
$109K 0.02%
2,184
-4,095
158
$106K 0.02%
1,900
-127
159
$106K 0.02%
1,400
160
$105K 0.02%
508
161
$104K 0.02%
566
162
$104K 0.02%
250
163
$104K 0.02%
1,450
164
$98.1K 0.02%
4,938
-6,464
165
$97.6K 0.02%
1,933
+241
166
$96.1K 0.02%
650
-350
167
$95.6K 0.02%
10,000
168
$95.2K 0.02%
319
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169
$94.8K 0.02%
3,707
-4,850
170
$92.1K 0.02%
475
171
$89.3K 0.02%
3,972
-426
172
$89.1K 0.02%
1,101
173
$88K 0.02%
500
174
$85.5K 0.02%
775
-151
175
$82.9K 0.02%
504
-25
5 6
7
8 9