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
$422M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.29M
3
+$577K
4
HAE icon
Haemonetics
HAE
+$438K
5
DKS icon
Dick's Sporting Goods
DKS
+$296K

Top Sells

1
+$2.01M
2
+$476K
3
+$240K
4
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$236K
5
SMG icon
ScottsMiracle-Gro
SMG
+$230K

Sector Composition

1 Technology 17.21%
2 Healthcare 16.03%
3 Consumer Discretionary 15.38%
4 Industrials 14.34%
5 Financials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.6M 3.93%
423,850
-1,970
2
$15.3M 3.61%
1,777,425
-55,500
3
$14.8M 3.52%
68,459
-560
4
$12.7M 3.01%
1,069,024
+48,600
5
$12M 2.83%
158,820
-1,400
6
$11.6M 2.74%
137,646
-1,323
7
$10M 2.38%
223,120
-3,200
8
$9.82M 2.33%
119,474
+1,210
9
$9.71M 2.3%
347,899
10
$9.62M 2.28%
251,379
-75
11
$9.4M 2.22%
216,521
+71,100
12
$9.24M 2.19%
122,995
-210
13
$9.14M 2.17%
194,498
-700
14
$8.96M 2.12%
46,897
-575
15
$8.85M 2.1%
84,912
+10
16
$8.25M 1.95%
140,511
+1,274
17
$8.22M 1.95%
107,737
-2,067
18
$7.99M 1.89%
107,396
-1,175
19
$7.71M 1.83%
71,518
-492
20
$7.09M 1.68%
95,536
+350
21
$6.9M 1.63%
82,995
-850
22
$6.89M 1.63%
91,333
-1,430
23
$6.71M 1.59%
60,404
-300
24
$6.53M 1.55%
58,661
-250
25
$6.46M 1.53%
91,023
-1,350
1
2 3 4 5