AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
This Quarter Return
+16.48%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$346M
AUM Growth
+$346M
(+16%)
Cap. Flow
+$528K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
31.09%
Holding
286
New
11
Increased
68
Reduced
42
Closed
6
Top Buys
Top Sells
| 1 |
McDonald's
MCD
|
$1.1M |
| 2 |
Pfizer
PFE
|
$513K |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
$503K |
| 4 |
AbbVie
ABBV
|
$461K |
| 5 |
Cooper Companies
COO
|
$277K |
Sector Composition
| 1 | Technology | 23.39% |
| 2 | Healthcare | 15.55% |
| 3 | Consumer Discretionary | 12.86% |
| 4 | Industrials | 10.55% |
| 5 | Financials | 7.27% |
