AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$608M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.83M
3
+$1.22M
4
META icon
Meta Platforms (Facebook)
META
+$1.13M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.08M

Top Sells

1
+$1.76M
2
+$1.75M
3
+$1.39M
4
TSCO icon
Tractor Supply
TSCO
+$1.17M
5
EL icon
Estee Lauder
EL
+$1.13M

Sector Composition

1 Technology 38.34%
2 Healthcare 13.73%
3 Consumer Discretionary 9.52%
4 Industrials 8.51%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$589 ﹤0.01%
15
252
$564 ﹤0.01%
40
253
$24 ﹤0.01%
4
254
$9 ﹤0.01%
6
255
– –
-62
256
– –
-803
257
– –
-500
258
– –
-299
259
– –
-1,000
260
– –
-321
261
– –
-1,000
262
– –
-355
263
– –
-144
264
– –
-3,115
265
– –
-4,881
266
– –
-222
267
– –
-659
268
– –
-251
269
– –
-500
270
– –
-1,000
271
– –
-821
272
– –
-632
273
– –
-903
274
– –
-522
275
– –
-1,188
9 10
11
12 13