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
$379M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$1.22M
3 +$817K
4
AMZN icon
Amazon
AMZN
+$673K
5
META icon
Meta Platforms (Facebook)
META
+$673K

Top Sells

1 +$1.42M
2 +$1.38M
3 +$1.25M
4
QCOM icon
Qualcomm
QCOM
+$1.03M
5
MIDD icon
Middleby
MIDD
+$875K

Sector Composition

1 Technology 21.96%
2 Healthcare 14.48%
3 Consumer Discretionary 11.99%
4 Industrials 11.33%
5 Financials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$32K 0.01%
132
252
$30K 0.01%
2,000
253
$30K 0.01%
2,000
254
$30K 0.01%
130
255
$29K 0.01%
1,000
256
$29K 0.01%
350
257
$29K 0.01%
618
258
$29K 0.01%
1,000
259
$28K 0.01%
388
260
$28K 0.01%
1,900
261
0
262
$26K 0.01%
500
263
$26K 0.01%
135
264
$26K 0.01%
413
265
$25K 0.01%
500
266
$24K 0.01%
1,667
267
$24K 0.01%
240
268
$24K 0.01%
282
+11
269
$23K 0.01%
1,000
270
$23K 0.01%
180
271
$23K 0.01%
1,750
272
$23K 0.01%
2,000
273
$22K 0.01%
800
274
$21K 0.01%
150
-780
275
$20K 0.01%
248
-25