AIM

Arcadia Investment Management Portfolio holdings

AUM $584M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
+$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.13M
3
+$2.12M
4
MUSA icon
Murphy USA
MUSA
+$1.74M
5
META icon
Meta Platforms (Facebook)
META
+$1.42M

Top Sells

1
+$1.46M
2
+$1.21M
3
+$1.1M
4
BDX icon
Becton Dickinson
BDX
+$916K
5
SU icon
Suncor Energy
SU
+$817K

Sector Composition

1 Technology 40.63%
2 Healthcare 12.22%
3 Consumer Discretionary 9.17%
4 Financials 7.65%
5 Industrials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.21K ﹤0.01%
267
227
$8.69K ﹤0.01%
35
228
$7.79K ﹤0.01%
80
229
$7.01K ﹤0.01%
275
230
$6.13K ﹤0.01%
+125
231
$6.08K ﹤0.01%
48
232
$5.95K ﹤0.01%
90
233
$5.75K ﹤0.01%
161
234
$5.69K ﹤0.01%
92
235
$5.18K ﹤0.01%
200
236
$3.66K ﹤0.01%
5
237
$3.6K ﹤0.01%
50
238
$3.19K ﹤0.01%
51
239
$2.96K ﹤0.01%
28
240
$1.88K ﹤0.01%
27
241
$1.58K ﹤0.01%
100
242
$1.39K ﹤0.01%
8
243
$1.28K ﹤0.01%
20
244
$1.1K ﹤0.01%
10
245
$935 ﹤0.01%
+19
246
$865 ﹤0.01%
+15
247
$656 ﹤0.01%
50
248
$626 ﹤0.01%
15
249
$556 ﹤0.01%
28
250
$546 ﹤0.01%
+4
8 9
10
11 12