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
-$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1 +$1.91M
2 +$913K
3 +$565K
4
KMX icon
CarMax
KMX
+$468K
5
BFH icon
Bread Financial
BFH
+$466K

Top Sells

1 +$3.97M
2 +$3.51M
3 +$1.72M
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.52M
5
QCOM icon
Qualcomm
QCOM
+$1.46M

Sector Composition

1 Technology 18.52%
2 Consumer Discretionary 16.21%
3 Healthcare 14.9%
4 Industrials 14.15%
5 Consumer Staples 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-2,500
227
$0 ﹤0.01%
12
228
-1,718
229
-271
230
-1,266
231
-3,775
232
-23
233
-5,953