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
$359M
AUM Growth
+$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$790K
3 +$566K
4
EMR icon
Emerson Electric
EMR
+$520K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$481K

Top Sells

1 +$2.19M
2 +$1.46M
3 +$1.44M
4
MCD icon
McDonald's
MCD
+$934K
5
MIDD icon
Middleby
MIDD
+$904K

Sector Composition

1 Technology 21.53%
2 Healthcare 14.16%
3 Industrials 11.74%
4 Consumer Discretionary 11.35%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$23K 0.01%
5,000
277
$22K 0.01%
273
278
$22K 0.01%
240
279
$22K 0.01%
135
280
$22K 0.01%
1,750
281
$22K 0.01%
271
282
$22K 0.01%
800
283
$22K 0.01%
330
284
$21K 0.01%
1,000
285
$21K 0.01%
420
286
$18K 0.01%
500
287
$18K 0.01%
1,000
288
$17K ﹤0.01%
355
289
$17K ﹤0.01%
315
290
$17K ﹤0.01%
+300
291
$16K ﹤0.01%
343
292
$16K ﹤0.01%
1,200
293
$16K ﹤0.01%
434
294
$15K ﹤0.01%
900
295
$15K ﹤0.01%
108
296
$15K ﹤0.01%
200
297
$14K ﹤0.01%
216
298
$14K ﹤0.01%
304
299
$14K ﹤0.01%
350
-40
300
$14K ﹤0.01%
606