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
201
$56K 0.02%
590
202
$55K 0.02%
960
203
$55K 0.02%
875
204
$55K 0.02%
+3,650
205
$54K 0.02%
700
206
$54K 0.02%
+3,754
207
$54K 0.02%
200
208
$53K 0.02%
469
209
$52K 0.02%
+3,885
210
$52K 0.02%
500
211
$51K 0.02%
746
212
$50K 0.02%
+5,000
213
$49K 0.02%
1,059
214
$49K 0.02%
+1,900
215
$49K 0.02%
500
216
$49K 0.02%
620
217
$48K 0.02%
970
218
$48K 0.02%
607
219
$48K 0.02%
+258
220
$47K 0.01%
+8,400
221
$47K 0.01%
+986
222
$46K 0.01%
684
223
$46K 0.01%
2,216
224
$45K 0.01%
+760
225
$45K 0.01%
+2,300