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
$649M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.48M
3
+$993K
4
CRWD icon
CrowdStrike
CRWD
+$912K
5
GFF icon
Griffon
GFF
+$787K

Top Sells

1
+$1.73M
2
+$1.73M
3
+$1.5M
4
BDX icon
Becton Dickinson
BDX
+$1.47M
5
ITW icon
Illinois Tool Works
ITW
+$1.45M

Sector Composition

1 Technology 41.88%
2 Healthcare 11.61%
3 Consumer Discretionary 8.96%
4 Financials 7.1%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.1K ﹤0.01%
267
227
$9.6K ﹤0.01%
140
228
$8.32K ﹤0.01%
50
-100
229
$7.34K ﹤0.01%
+125
230
$7.33K ﹤0.01%
52
+4
231
$7.04K ﹤0.01%
275
232
$6.71K ﹤0.01%
140
+15
233
$6.53K ﹤0.01%
90
234
$5.79K ﹤0.01%
92
235
$5.66K ﹤0.01%
200
236
$5.06K ﹤0.01%
161
237
$3.86K ﹤0.01%
5
238
$3.63K ﹤0.01%
50
239
$3.45K ﹤0.01%
100
240
$3.06K ﹤0.01%
51
241
$2.86K ﹤0.01%
28
242
$1.95K ﹤0.01%
+400
243
$1.76K ﹤0.01%
27
244
$1.57K ﹤0.01%
13
+3
245
$1.44K ﹤0.01%
+18
246
$1.34K ﹤0.01%
20
247
$1.29K ﹤0.01%
8
-1,175
248
$1.08K ﹤0.01%
19
249
$966 ﹤0.01%
28
250
$912 ﹤0.01%
15
7 8 9
10
11