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
$608M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.83M
3
+$1.22M
4
META icon
Meta Platforms (Facebook)
META
+$1.13M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.08M

Top Sells

1
+$1.76M
2
+$1.75M
3
+$1.39M
4
TSCO icon
Tractor Supply
TSCO
+$1.17M
5
EL icon
Estee Lauder
EL
+$1.13M

Sector Composition

1 Technology 38.34%
2 Healthcare 13.73%
3 Consumer Discretionary 9.52%
4 Industrials 8.51%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.59K ﹤0.01%
100
227
$8.84K ﹤0.01%
44
228
$8.82K ﹤0.01%
267
229
$8.64K ﹤0.01%
+36
230
$8.35K ﹤0.01%
450
+100
231
$7.3K ﹤0.01%
70
232
$6.72K ﹤0.01%
161
-1,400
233
$6.53K ﹤0.01%
+80
234
$6.48K ﹤0.01%
20
235
$6.09K ﹤0.01%
20
-172
236
$4.97K ﹤0.01%
22
-2
237
$4.14K ﹤0.01%
40
-1,400
238
$3.71K ﹤0.01%
+1,000
239
$3.06K ﹤0.01%
+3,000
240
$2.6K ﹤0.01%
65
-50
241
$2.58K ﹤0.01%
250
242
$2.55K ﹤0.01%
43
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243
$2.47K ﹤0.01%
5
244
$1.94K ﹤0.01%
100
245
$1.91K ﹤0.01%
27
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246
$1.46K ﹤0.01%
20
247
$1.21K ﹤0.01%
8
248
$1.04K ﹤0.01%
3
-3
249
$958 ﹤0.01%
10
250
$947 ﹤0.01%
44
-18
8 9
10
11 12