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
201
$64.9K 0.01%
1,561
202
$63.2K 0.01%
1,875
203
$62.6K 0.01%
2,323
+1,256
204
$62.4K 0.01%
495
205
$62.2K 0.01%
648
-2,741
206
$62.1K 0.01%
1,000
207
$62K 0.01%
506
208
$61.7K 0.01%
1,794
209
$59.4K 0.01%
984
210
$58.1K 0.01%
1,689
211
$57.1K 0.01%
1,756
-1,812
212
$53.9K 0.01%
650
213
$53.2K 0.01%
414
+410
214
$52.5K 0.01%
400
215
$52.3K 0.01%
1,225
-66
216
$50.3K 0.01%
246
217
$50.3K 0.01%
155
-204
218
$50.3K 0.01%
250
219
$50K 0.01%
+1,052
220
$49.7K 0.01%
1,000
-8
221
$49.3K 0.01%
1,127
-1,645
222
$47.1K 0.01%
180
223
$44.4K 0.01%
100
224
$43.8K 0.01%
668
-1,088
225
$43.6K 0.01%
400
7 8
9
10 11