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
176
$80K 0.03%
450
177
$80K 0.03%
409
+62
178
$80K 0.03%
600
179
$79K 0.03%
205
180
$79K 0.03%
1,344
181
$77K 0.02%
375
182
$76K 0.02%
1,965
+615
183
$76K 0.02%
865
184
$73K 0.02%
900
185
$73K 0.02%
875
-1,280
186
$72K 0.02%
2,000
187
$71K 0.02%
1,057
-75
188
$70K 0.02%
1,153
189
$68K 0.02%
987
190
$67K 0.02%
1,010
191
$67K 0.02%
810
+260
192
$66K 0.02%
1,200
193
$65K 0.02%
915
194
$65K 0.02%
1,650
195
$64K 0.02%
+2,292
196
$62K 0.02%
703
197
$61K 0.02%
+3,200
198
$61K 0.02%
+8,910
199
$60K 0.02%
666
200
$57K 0.02%
+3,185
6 7
8
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