AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
This Quarter Return
+3.47%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$359M
AUM Growth
+$359M
(+1.2%)
Cap. Flow
-$3.51M
Cap. Flow
% of AUM
-0.98%
Top 10 Holdings %
Top 10 Hldgs %
27.05%
Holding
348
New
8
Increased
46
Reduced
54
Closed
15
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$1.84M |
| 2 |
Zoetis
ZTS
|
$790K |
| 3 |
CTXS
Citrix Systems Inc
CTXS
|
$566K |
| 4 |
Emerson Electric
EMR
|
$520K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$481K |
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
$2.19M |
| 2 |
AbbVie
ABBV
|
$1.44M |
| 3 |
McDonald's
MCD
|
$934K |
| 4 |
Middleby
MIDD
|
$904K |
| 5 |
Meta Platforms (Facebook)
META
|
$817K |
Sector Composition
| 1 | Technology | 21.53% |
| 2 | Healthcare | 14.16% |
| 3 | Industrials | 11.74% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Financials | 7.39% |
