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
$327M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.85M
3
+$1.31M
4
EEMA icon
iShares MSCI Emerging Markets Asia ETF
EEMA
+$1.28M
5
KNX icon
Knight Transportation
KNX
+$1.22M

Top Sells

1
+$2.64M
2
+$1.87M
3
+$1.54M
4
DHR icon
Danaher
DHR
+$1.47M
5
KNGT
KNIGHT TRANSPORTATION INC
KNGT
+$1.1M

Sector Composition

1 Technology 19.8%
2 Healthcare 14.82%
3 Industrials 13.39%
4 Consumer Discretionary 11.25%
5 Financials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.6M 3.25%
74,827
+3,104
2
$10.5M 3.21%
71,085
-315
3
$10.3M 3.14%
191,187
+52
4
$8.76M 2.68%
64,867
-1,555
5
$8.75M 2.67%
98,491
+4,590
6
$8.71M 2.66%
126,720
-4,200
7
$8.7M 2.66%
45,960
+3,497
8
$8.54M 2.61%
221,664
-3,508
9
$7.21M 2.2%
51,966
-1,550
10
$7.08M 2.16%
43,121
-1,073
11
$7.05M 2.15%
37,133
+1,265
12
$6.87M 2.1%
53,445
-518
13
$6.41M 1.96%
33,537
+1,695
14
$6.38M 1.95%
59,175
-1,660
15
$6.16M 1.88%
256,416
-12,210
16
$6.12M 1.87%
119,350
+1,740
17
$6.02M 1.84%
42,365
-820
18
$5.45M 1.67%
42,548
+470
19
$5.33M 1.63%
219,620
+2,720
20
$5.06M 1.55%
49,714
-6,800
21
$4.96M 1.52%
33,277
-1,270
22
$4.86M 1.48%
81,996
+3,053
23
$4.77M 1.46%
332,145
-9,150
24
$4.32M 1.32%
72,120
-473
25
$4.3M 1.31%
28,413
-330
1
2 3 4 5