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
$327M
AUM Growth
+$176K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.03M
3
+$2.1M
4
AFSI
AmTrust Financial Services, Inc.
AFSI
+$1.39M
5
PANW icon
Palo Alto Networks
PANW
+$653K

Top Sells

1
+$1.79M
2
+$1.55M
3
+$1.5M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.34M
5
VTRS icon
Viatris
VTRS
+$1.27M

Sector Composition

1 Technology 18.51%
2 Healthcare 16.21%
3 Consumer Discretionary 14.44%
4 Industrials 13.25%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
+133
277
$5K ﹤0.01%
+1,000
278
$5K ﹤0.01%
395
279
$3K ﹤0.01%
69
280
$3K ﹤0.01%
100
281
$2K ﹤0.01%
+2,500
282
$1K ﹤0.01%
30
283
$1K ﹤0.01%
72
284
$1K ﹤0.01%
12
285
$1K ﹤0.01%
118
286
$0 ﹤0.01%
19
287
– –
-200
288
$0 ﹤0.01%
+56
289
– –
-13,958
290
– –
-1,270
291
– –
-300
292
– –
-2,425
293
– –
-200
294
$0 ﹤0.01%
6
295
– –
-1,000
296
– –
-13,600
8 9 10 11
12