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
$565M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.36M
3
+$2.22M
4
PSTG icon
Pure Storage
PSTG
+$1.88M
5
WSO icon
Watsco Inc
WSO
+$1.75M

Top Sells

1
+$1.66M
2
+$1.48M
3
+$1.3M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
TPL icon
Texas Pacific Land
TPL
+$1.15M

Sector Composition

1 Technology 36.21%
2 Healthcare 13.53%
3 Consumer Discretionary 10.22%
4 Industrials 8.96%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16.7K ﹤0.01%
+948
252
$16.5K ﹤0.01%
935
-6
253
$16K ﹤0.01%
+78
254
$15.8K ﹤0.01%
90
255
$15.2K ﹤0.01%
74
256
$15K ﹤0.01%
222
257
$14.6K ﹤0.01%
329
258
$14.4K ﹤0.01%
31
259
$14.3K ﹤0.01%
75
-1
260
$14.3K ﹤0.01%
110
-1
261
$14.2K ﹤0.01%
+725
262
$14.2K ﹤0.01%
140
263
$13.2K ﹤0.01%
52
-300
264
$13.1K ﹤0.01%
45
265
$12.2K ﹤0.01%
300
266
$12.1K ﹤0.01%
198
-474
267
$12K ﹤0.01%
70
-58
268
$11.7K ﹤0.01%
100
269
$11.6K ﹤0.01%
522
270
$11.3K ﹤0.01%
175
-550
271
$10.9K ﹤0.01%
70
272
$10.9K ﹤0.01%
53
273
$10.4K ﹤0.01%
465
274
$10.2K ﹤0.01%
100
275
$9.89K ﹤0.01%
+49
9 10
11
12 13