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
$411M
AUM Growth
+$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.6M
3
+$2.14M
4
VEEV icon
Veeva Systems
VEEV
+$1.94M
5
PYPL icon
PayPal
PYPL
+$1.55M

Top Sells

1
+$4.69M
2
+$1.81M
3
+$1.14M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$948K
5
AMG icon
Affiliated Managers Group
AMG
+$797K

Sector Composition

1 Technology 26.75%
2 Healthcare 17.25%
3 Consumer Discretionary 11.77%
4 Financials 9.31%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17M 4.13%
186,160
-516
2
$16M 3.89%
88,754
+5,562
3
$15.2M 3.71%
42,004
-772
4
$13.7M 3.35%
63,970
-601
5
$12.7M 3.1%
62,479
+4,366
6
$12.5M 3.04%
71,393
+958
7
$11.4M 2.78%
124,656
-645
8
$11.4M 2.77%
37,546
-1,303
9
$11.2M 2.72%
151,626
+9,352
10
$10.9M 2.65%
24,989
-421
11
$10.2M 2.49%
74,060
+18,860
12
$9.92M 2.42%
51,336
+4,053
13
$9.91M 2.41%
97,475
+525
14
$9.6M 2.34%
48,260
-835
15
$9.41M 2.29%
298,030
+16,120
16
$8.92M 2.17%
233,010
+12,540
17
$8.91M 2.17%
38,161
+328
18
$8.52M 2.07%
45,132
+810
19
$8.49M 2.07%
35,814
+144
20
$8.47M 2.06%
28,610
-530
21
$7.54M 1.84%
268,170
-3,000
22
$7.51M 1.83%
32,024
+8,269
23
$7.31M 1.78%
41,951
+8,885
24
$6.82M 1.66%
96,240
-260
25
$5.89M 1.43%
23,499
+2,197
1
2 3 4 5