AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$176K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.03M
3
+$2.1M
4
AFSI
AmTrust Financial Services, Inc.
AFSI
+$1.39M
5
PANW icon
Palo Alto Networks
PANW
+$653K

Top Sells

1
+$1.79M
2
+$1.55M
3
+$1.5M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.34M
5
VTRS icon
Viatris
VTRS
+$1.27M

Sector Composition

1 Technology 18.51%
2 Healthcare 16.21%
3 Consumer Discretionary 14.44%
4 Industrials 13.25%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K ﹤0.01%
500
252
$13K ﹤0.01%
500
253
$13K ﹤0.01%
+761
254
$13K ﹤0.01%
500
255
$13K ﹤0.01%
+500
256
$12K ﹤0.01%
2,000
257
$11K ﹤0.01%
+200
258
$10K ﹤0.01%
+415
259
$10K ﹤0.01%
+424
260
$10K ﹤0.01%
+234
261
$9K ﹤0.01%
+204
262
$9K ﹤0.01%
+366
263
$8K ﹤0.01%
100
264
$8K ﹤0.01%
+200
265
$8K ﹤0.01%
+205
266
$8K ﹤0.01%
+1
267
$7K ﹤0.01%
+65
268
$7K ﹤0.01%
150
-800
269
$7K ﹤0.01%
+500
270
$6K ﹤0.01%
+100
271
$6K ﹤0.01%
+658
272
$6K ﹤0.01%
275
273
$6K ﹤0.01%
+1,376
274
$6K ﹤0.01%
+47
275
$5K ﹤0.01%
+133
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