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
$359M
AUM Growth
+$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$790K
3 +$566K
4
EMR icon
Emerson Electric
EMR
+$520K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$481K

Top Sells

1 +$2.19M
2 +$1.46M
3 +$1.44M
4
MCD icon
McDonald's
MCD
+$934K
5
MIDD icon
Middleby
MIDD
+$904K

Sector Composition

1 Technology 21.53%
2 Healthcare 14.16%
3 Industrials 11.74%
4 Consumer Discretionary 11.35%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$50K 0.01%
1,000
227
$50K 0.01%
448
228
$48K 0.01%
330
229
$48K 0.01%
300
230
$48K 0.01%
1,018
231
$48K 0.01%
620
232
$47K 0.01%
719
233
$47K 0.01%
7,880
234
$46K 0.01%
365
235
$45K 0.01%
851
236
$45K 0.01%
464
237
$45K 0.01%
239
238
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320
239
$42K 0.01%
428
240
$42K 0.01%
1,258
241
$42K 0.01%
500
242
$41K 0.01%
485
243
$41K 0.01%
330
244
$40K 0.01%
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245
$39K 0.01%
960
246
$39K 0.01%
500
247
$38K 0.01%
350
248
$34K 0.01%
100
249
$34K 0.01%
68
250
$33K 0.01%
2,000