AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
1-Year Return
22.79%
This Quarter Return
+11.18%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$465M
AUM Growth
+$53.9M
(+13%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
2.34%
Top 10 Holdings %
Top 10 Hldgs %
33.18%
Holding
287
New
20
Increased
45
Reduced
60
Closed
12
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$2.74M |
| 2 |
Stryker
SYK
|
$2.29M |
| 3 |
Texas Pacific Land
TPL
|
$1.81M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.58M |
| 5 |
SRCL
Stericycle Inc
SRCL
|
$977K |
Top Sells
| 1 |
Automatic Data Processing
ADP
|
$628K |
| 2 |
CERN
Cerner Corp
CERN
|
$526K |
| 3 |
United Rentals
URI
|
$465K |
| 4 |
Apple
AAPL
|
$465K |
| 5 |
Intuit
INTU
|
$442K |
Sector Composition
| 1 | Technology | 26.45% |
| 2 | Healthcare | 18.12% |
| 3 | Consumer Discretionary | 11.64% |
| 4 | Financials | 8.94% |
| 5 | Industrials | 8.51% |
