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
176
$82.9K 0.02%
70
+15
177
$82.5K 0.02%
935
178
$82.3K 0.02%
610
-669
179
$82K 0.02%
4,158
-5,447
180
$81.9K 0.02%
8,230
181
$81.3K 0.02%
3,104
182
$80.8K 0.02%
2,000
183
$80.6K 0.02%
450
+300
184
$80.4K 0.02%
404
185
$79.4K 0.02%
352
186
$78.8K 0.02%
1,264
187
$77.8K 0.02%
+221
188
$77K 0.02%
401
189
$76.8K 0.02%
1,485
+303
190
$76.4K 0.02%
1,132
191
$74.6K 0.02%
500
-657
192
$74.3K 0.02%
2,000
193
$72.4K 0.01%
6,050
+3,850
194
$71.1K 0.01%
425
-738
195
$70.4K 0.01%
2,064
196
$69.4K 0.01%
818
197
$69K 0.01%
500
198
$68.5K 0.01%
1,875
199
$67.8K 0.01%
198
-558
200
$65.4K 0.01%
228
+12
6 7
8
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