AIM

Arcadia Investment Management Portfolio holdings

AUM $584M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$649M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.48M
3
+$993K
4
CRWD icon
CrowdStrike
CRWD
+$912K
5
GFF icon
Griffon
GFF
+$787K

Top Sells

1
+$1.73M
2
+$1.73M
3
+$1.5M
4
BDX icon
Becton Dickinson
BDX
+$1.47M
5
ITW icon
Illinois Tool Works
ITW
+$1.45M

Sector Composition

1 Technology 41.88%
2 Healthcare 11.61%
3 Consumer Discretionary 8.96%
4 Financials 7.1%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$774 ﹤0.01%
50
252
$730 ﹤0.01%
4
253
$601 ﹤0.01%
+1
254
$565 ﹤0.01%
40
255
$543 ﹤0.01%
2
256
$24 ﹤0.01%
4
257
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