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
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
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730
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$43K 0.01%
1,875
183
$42K 0.01%
1,800
184
$42K 0.01%
250
185
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986
186
$42K 0.01%
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187
$42K 0.01%
246
188
$41K 0.01%
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189
$41K 0.01%
300
190
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500
192
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194
$39K 0.01%
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195
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196
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466
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