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
$565M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.36M
3
+$2.22M
4
PSTG icon
Pure Storage
PSTG
+$1.88M
5
WSO icon
Watsco Inc
WSO
+$1.75M

Top Sells

1
+$1.66M
2
+$1.48M
3
+$1.3M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
TPL icon
Texas Pacific Land
TPL
+$1.15M

Sector Composition

1 Technology 36.21%
2 Healthcare 13.53%
3 Consumer Discretionary 10.22%
4 Industrials 8.96%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29K 0.01%
800
227
$28.9K 0.01%
561
228
$28.9K 0.01%
800
229
$28.8K 0.01%
163
230
$28.1K 0.01%
452
231
$28K 0.01%
505
-4
232
$27.1K ﹤0.01%
321
-2
233
$26.8K ﹤0.01%
+515
234
$26K ﹤0.01%
450
235
$25.6K ﹤0.01%
+579
236
$25.5K ﹤0.01%
1,570
+764
237
$24.6K ﹤0.01%
211
238
$24.2K ﹤0.01%
665
-5
239
$23.7K ﹤0.01%
+105
240
$23.4K ﹤0.01%
150
241
$22.3K ﹤0.01%
+979
242
$21.6K ﹤0.01%
+309
243
$21.4K ﹤0.01%
1,640
+762
244
$19.2K ﹤0.01%
+189
245
$18.9K ﹤0.01%
+283
246
$18.8K ﹤0.01%
+410
247
$18.7K ﹤0.01%
900
248
$17.6K ﹤0.01%
207
-1
249
$17.4K ﹤0.01%
1,245
-8,971
250
$17.3K ﹤0.01%
977
8 9
10
11 12