AIM

Arcadia Investment Management Portfolio holdings

AUM $616M
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
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
+$3.05M
2
+$2.28M
3
+$2.07M
4
VEEV icon
Veeva Systems
VEEV
+$1.64M
5
PYPL icon
PayPal
PYPL
+$1.23M

Top Sells

1
+$3.99M
2
+$1.66M
3
+$936K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$857K
5
AMG icon
Affiliated Managers Group
AMG
+$717K

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
176
$51K 0.01%
620
177
$49K 0.01%
390
+150
178
$49K 0.01%
250
179
$48K 0.01%
2,064
180
$47K 0.01%
600
181
$45K 0.01%
730
182
$43K 0.01%
1,875
183
$42K 0.01%
1,800
184
$42K 0.01%
250
185
$42K 0.01%
986
186
$42K 0.01%
1,854
187
$42K 0.01%
246
188
$41K 0.01%
+1,200
189
$41K 0.01%
300
190
$41K 0.01%
453
191
$40K 0.01%
500
192
$39K 0.01%
400
193
$39K 0.01%
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194
$39K 0.01%
618
195
$38K 0.01%
896
196
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200
197
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198
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199
$38K 0.01%
330
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$37K 0.01%
466
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