AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
1-Year Return
22.79%
This Quarter Return
+7.84%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$357M
AUM Growth
+$29.9M
(+9.1%)
Cap. Flow
+$3.64M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
27.49%
Holding
394
New
22
Increased
64
Reduced
73
Closed
30
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.83M |
| 2 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$1.28M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.2M |
| 4 |
MDSO
Medidata Solutions, Inc.
MDSO
|
$1.06M |
| 5 |
Watsco
WSO
|
$861K |
Top Sells
| 1 |
Danaher
DHR
|
$1.85M |
| 2 |
Sprott Physical Gold and Silver Trust
CEF
|
$1.59M |
| 3 |
Flowers Foods
FLO
|
$999K |
| 4 |
Omnicom Group
OMC
|
$803K |
| 5 |
Estee Lauder
EL
|
$728K |
Sector Composition
| 1 | Technology | 19.85% |
| 2 | Healthcare | 14.03% |
| 3 | Industrials | 13.91% |
| 4 | Consumer Discretionary | 11.61% |
| 5 | Financials | 8.28% |
