AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$176K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.03M
3
+$2.1M
4
AFSI
AmTrust Financial Services, Inc.
AFSI
+$1.39M
5
PANW icon
Palo Alto Networks
PANW
+$653K

Top Sells

1
+$1.79M
2
+$1.55M
3
+$1.5M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.34M
5
VTRS icon
Viatris
VTRS
+$1.27M

Sector Composition

1 Technology 18.51%
2 Healthcare 16.21%
3 Consumer Discretionary 14.44%
4 Industrials 13.25%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.01%
+285
227
$19K 0.01%
100
228
$19K 0.01%
95
229
$18K 0.01%
+95
230
$18K 0.01%
+2,064
231
$18K 0.01%
+508
232
$18K 0.01%
390
233
$18K 0.01%
170
234
$18K 0.01%
+422
235
$17K 0.01%
+199
236
$17K 0.01%
+375
237
$16K ﹤0.01%
80
-80
238
$15K ﹤0.01%
+198
239
$15K ﹤0.01%
+1,265
240
$15K ﹤0.01%
+256
241
$15K ﹤0.01%
278
242
$14K ﹤0.01%
+280
243
$14K ﹤0.01%
224
244
$14K ﹤0.01%
+278
245
$14K ﹤0.01%
213
246
$14K ﹤0.01%
+189
247
$14K ﹤0.01%
+175
248
$14K ﹤0.01%
+420
249
$13K ﹤0.01%
+800
250
$13K ﹤0.01%
+800
8 9
10
11 12