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
$307M
AUM Growth
+$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$1.41M
3 +$1.37M
4
BFH icon
Bread Financial
BFH
+$1.01M
5
PFE icon
Pfizer
PFE
+$862K

Top Sells

1 +$1.82M
2 +$986K
3 +$820K
4
MCD icon
McDonald's
MCD
+$600K
5
ORCL icon
Oracle
ORCL
+$560K

Sector Composition

1 Healthcare 17.53%
2 Technology 16.98%
3 Consumer Discretionary 13.86%
4 Industrials 13.41%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$33K 0.01%
+1,650
252
$32K 0.01%
+699
253
$32K 0.01%
320
254
$32K 0.01%
+1,350
255
$32K 0.01%
+798
256
$32K 0.01%
+368
257
$31K 0.01%
240
258
$31K 0.01%
+504
259
$31K 0.01%
+212
260
$31K 0.01%
1,500
261
$31K 0.01%
560
+356
262
$31K 0.01%
+1,061
263
$31K 0.01%
+7,910
264
$31K 0.01%
+716
265
$30K 0.01%
+891
266
$30K 0.01%
416
267
$30K 0.01%
+2,795
268
$30K 0.01%
407
269
$30K 0.01%
+2,700
270
$30K 0.01%
+2,680
271
$30K 0.01%
+581
272
$29K 0.01%
+1,450
273
$29K 0.01%
+450
274
$29K 0.01%
813
275
$29K 0.01%
+208