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
$626M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.27M
3
+$1.47M
4
ADBE icon
Adobe
ADBE
+$1.04M
5
CRWD icon
CrowdStrike
CRWD
+$963K

Top Sells

1
+$1.73M
2
+$1.07M
3
+$992K
4
MDLZ icon
Mondelez International
MDLZ
+$962K
5
SBUX icon
Starbucks
SBUX
+$908K

Sector Composition

1 Technology 39.94%
2 Healthcare 13.11%
3 Consumer Discretionary 9.29%
4 Industrials 8.08%
5 Financials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45.6K 0.01%
175
227
$45.4K 0.01%
1,300
228
$42.7K 0.01%
+1,493
229
$40.9K 0.01%
+1,125
230
$40.1K 0.01%
350
231
$39K 0.01%
171
-75
232
$37.8K 0.01%
+1,639
233
$37.6K 0.01%
+663
234
$36.9K 0.01%
100
235
$35.1K 0.01%
650
-25
236
$32.3K 0.01%
280
237
$32.2K 0.01%
999
-565
238
$30.7K ﹤0.01%
+339
239
$30.2K ﹤0.01%
300
-45
240
$28.6K ﹤0.01%
745
241
$27.8K ﹤0.01%
+118
242
$26.6K ﹤0.01%
+1,038
243
$26.6K ﹤0.01%
132
+88
244
$26.2K ﹤0.01%
800
245
$25.6K ﹤0.01%
+267
246
$25.3K ﹤0.01%
+224
247
$25.1K ﹤0.01%
+334
248
$24.1K ﹤0.01%
+904
249
$23.4K ﹤0.01%
+2,545
250
$23K ﹤0.01%
150
8 9
10
11 12