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
$357M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.28M
3
+$1.2M
4
MDSO
Medidata Solutions, Inc.
MDSO
+$1.06M
5
WSO icon
Watsco Inc
WSO
+$861K

Top Sells

1
+$1.85M
2
+$1.59M
3
+$999K
4
OMC icon
Omnicom Group
OMC
+$803K
5
EL icon
Estee Lauder
EL
+$728K

Sector Composition

1 Technology 19.85%
2 Healthcare 14.03%
3 Industrials 13.91%
4 Consumer Discretionary 11.61%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$86K 0.02%
1,601
177
$86K 0.02%
3,650
178
$84K 0.02%
800
179
$84K 0.02%
2,000
180
$83K 0.02%
1,625
+1,000
181
– –
0
182
$82K 0.02%
2,432
183
$80K 0.02%
1,419
184
$79K 0.02%
600
185
$79K 0.02%
1,100
186
$79K 0.02%
258
187
$77K 0.02%
2,633
188
$76K 0.02%
987
189
$75K 0.02%
1,360
190
$75K 0.02%
1,050
-50
191
$74K 0.02%
979
192
$73K 0.02%
900
193
$73K 0.02%
915
194
$73K 0.02%
1,017
195
$71K 0.02%
750
196
$71K 0.02%
+480
197
$70K 0.02%
+465
198
$69K 0.02%
+1,000
199
$68K 0.02%
506
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200
$67K 0.02%
499
6 7
8
9 10