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
$626M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1 +$2.6M
2 +$2.27M
3 +$1.47M
4
ADBE icon
Adobe
ADBE
+$1.04M
5
CRWD icon
CrowdStrike
CRWD
+$963K

Top Sells

1 +$1.73M
2 +$1.07M
3 +$992K
4
MDLZ icon
Mondelez International
MDLZ
+$962K
5
SBUX icon
Starbucks
SBUX
+$908K

Sector Composition

1 Technology 39.94%
2 Healthcare 13.11%
3 Consumer Discretionary 9.29%
4 Industrials 8.08%
5 Financials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$23K ﹤0.01%
800
252
$21.6K ﹤0.01%
+756
253
$20.4K ﹤0.01%
+391
254
$20.4K ﹤0.01%
330
255
$19.8K ﹤0.01%
410
256
$19.7K ﹤0.01%
900
257
$18.8K ﹤0.01%
189
258
$18.5K ﹤0.01%
240
259
$17K ﹤0.01%
725
260
$16.5K ﹤0.01%
75
261
$14.5K ﹤0.01%
45
262
$13.9K ﹤0.01%
100
263
$13.8K ﹤0.01%
+110
264
$13.5K ﹤0.01%
+182
265
$13K ﹤0.01%
31
266
$13K ﹤0.01%
300
267
$12.9K ﹤0.01%
70
268
$12.9K ﹤0.01%
140
269
$12.5K ﹤0.01%
300
270
$12.4K ﹤0.01%
175
271
$12K ﹤0.01%
53
272
$11.4K ﹤0.01%
+500
273
$11.4K ﹤0.01%
150
274
$11.2K ﹤0.01%
+426
275
$10.6K ﹤0.01%
550
+100