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
$304M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$1.48M
2 +$1.45M
3 +$938K
4
BFH icon
Bread Financial
BFH
+$891K
5
ORCL icon
Oracle
ORCL
+$791K

Top Sells

1 +$2.56M
2 +$1.71M
3 +$1.58M
4
EL icon
Estee Lauder
EL
+$1.4M
5
ECL icon
Ecolab
ECL
+$1.39M

Sector Composition

1 Technology 18.56%
2 Healthcare 15.88%
3 Consumer Discretionary 15.14%
4 Industrials 13.69%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$12K ﹤0.01%
280
252
$12K ﹤0.01%
+185
253
$12K ﹤0.01%
234
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800
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$10K ﹤0.01%
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$9K ﹤0.01%
1
259
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+230
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$8K ﹤0.01%
+190
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+50
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415
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$7K ﹤0.01%
205
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$7K ﹤0.01%
500
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$6K ﹤0.01%
658
275
$6K ﹤0.01%
1,376