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
1
$11.3M 3.55%
192,670
+709
2
$9.82M 3.1%
74,105
-2,340
3
$9.73M 3.07%
73,902
-11,110
4
$8.55M 2.7%
238,076
-1,720
5
$8.51M 2.69%
70,988
-6,730
6
$8.1M 2.56%
135,310
-1,865
7
$7.61M 2.4%
45,349
-123
8
$7.43M 2.35%
59,266
-800
9
$7.17M 2.27%
57,366
-1,497
10
$6.24M 1.97%
40,609
+2,126
11
$6.2M 1.96%
344,535
-34,965
12
$6.18M 1.95%
37,703
+925
13
$6.15M 1.94%
94,446
-851
14
$5.59M 1.77%
31,241
-56
15
$5.38M 1.7%
70,915
+1,193
16
$5.32M 1.68%
45,895
-2,787
17
$5.28M 1.67%
62,280
-205
18
$5.08M 1.61%
270,756
+14,994
19
$5.05M 1.6%
97,640
-5,626
20
$4.95M 1.56%
48,690
+8,725
21
$4.91M 1.55%
42,533
-856
22
$4.88M 1.54%
99,245
-2,475
23
$4.73M 1.5%
34,694
+329
24
$4.73M 1.49%
135,838
-2,239
25
$4.52M 1.43%
101,408
-3,150
1
2 3 4 5