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
$306M
AUM Growth
+$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.84M
3
+$1.59M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.35M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.07M

Top Sells

1
+$3M
2
+$1.85M
3
+$1.31M
4
SRCL
Stericycle Inc
SRCL
+$1.3M
5
CAVM
Cavium, Inc.
CAVM
+$1.28M

Sector Composition

1 Technology 18.61%
2 Healthcare 14.66%
3 Consumer Discretionary 13.6%
4 Industrials 12.4%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 3.49%
191,961
+4,393
2
$10.2M 3.33%
85,012
+1,510
3
$9.36M 3.06%
76,445
+3,413
4
$9.1M 2.98%
77,718
+460
5
$7.74M 2.53%
137,175
+175
6
$7.28M 2.38%
45,472
+1,057
7
$7.04M 2.31%
379,500
+2,730
8
$7.04M 2.3%
60,066
-3,541
9
$6.94M 2.27%
239,796
+2,956
10
$6.21M 2.03%
58,863
-1,300
11
$5.97M 1.95%
95,297
+7,475
12
$5.58M 1.83%
48,682
-2,703
13
$5.43M 1.78%
38,483
+9,545
14
$5.34M 1.75%
36,778
-330
15
$5.33M 1.74%
255,762
+10,650
16
$5.21M 1.7%
43,389
-3,525
17
$5.19M 1.7%
103,266
-757
18
$5.05M 1.65%
31,297
+276
19
$4.81M 1.57%
69,722
+13,299
20
$4.78M 1.56%
62,485
+325
21
$4.69M 1.53%
101,720
-2,810
22
$4.64M 1.52%
32,245
-2,244
23
$4.43M 1.45%
34,365
-105
24
$4.35M 1.42%
138,077
-21,553
25
$4.33M 1.42%
79,992
+2,060
1
2 3 4 5