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
$301M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.81M
3
+$1.81M
4
TRMB icon
Trimble
TRMB
+$1.24M
5
TSCO icon
Tractor Supply
TSCO
+$843K

Top Sells

1
+$2.93M
2
+$1.87M
3
+$1.44M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$1.21M
5
INTU icon
Intuit
INTU
+$914K

Sector Composition

1 Technology 18.94%
2 Healthcare 16.65%
3 Consumer Discretionary 13.51%
4 Industrials 12.68%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24K 0.01%
641
+120
252
$24K 0.01%
614
253
$24K 0.01%
300
254
– –
0
255
$24K 0.01%
130
-6
256
$24K 0.01%
559
257
$23K 0.01%
2,087
258
$23K 0.01%
930
259
$23K 0.01%
390
260
$23K 0.01%
540
-45
261
$23K 0.01%
355
-61
262
$23K 0.01%
200
263
$22K 0.01%
663
-18
264
$22K 0.01%
508
-102
265
$22K 0.01%
2,200
266
$22K 0.01%
273
267
$22K 0.01%
557
268
$21K 0.01%
413
-96
269
$21K 0.01%
2,064
270
$21K 0.01%
51
271
$20K 0.01%
200
-150
272
$20K 0.01%
85
-5
273
$20K 0.01%
375
-61
274
$20K 0.01%
273
275
$19K 0.01%
500
9 10
11
12 13