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
$333M
AUM Growth
-$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.58M
3
+$2.48M
4
AAPL icon
Apple
AAPL
+$2.02M
5
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$1.76M

Top Sells

1
+$3.58M
2
+$1.6M
3
+$1.27M
4
EXPD icon
Expeditors International
EXPD
+$1.23M
5
AMG icon
Affiliated Managers Group
AMG
+$1.16M

Sector Composition

1 Technology 17.13%
2 Healthcare 15.31%
3 Industrials 14.45%
4 Consumer Discretionary 13.63%
5 Energy 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 3.2%
282,694
-17,816
2
$9.76M 2.93%
85,008
-224
3
$9.42M 2.83%
47,026
-5,768
4
$8.38M 2.51%
184,256
-11,530
5
$8.34M 2.5%
98,736
-1,718
6
$8.29M 2.49%
56,609
+1,325
7
$8.15M 2.45%
131,095
-3,522
8
$7.9M 2.37%
703,844
-31,960
9
$7.8M 2.34%
88,982
-1,600
10
$7.4M 2.22%
91,695
-2,005
11
$7.4M 2.22%
90,966
-12,713
12
$7.37M 2.21%
188,980
-3,815
13
$7.22M 2.17%
124,864
+22,693
14
$7.2M 2.16%
96,355
-3,800
15
$7.15M 2.14%
110,816
+3,040
16
$7.1M 2.13%
56,677
+4,689
17
$6.92M 2.08%
92,616
-7,510
18
$6.59M 1.98%
226,600
-18,631
19
$6.51M 1.95%
140,563
-403
20
$6.38M 1.92%
53,017
+1,946
21
$6.36M 1.91%
252,416
+80,132
22
$6.36M 1.91%
106,685
+17,025
23
$6.2M 1.86%
618,390
-71,910
24
$6.16M 1.85%
45,651
+6,265
25
$5.94M 1.78%
199,822
+17,717
1
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