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
$379M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$1.22M
3 +$817K
4
AMZN icon
Amazon
AMZN
+$673K
5
META icon
Meta Platforms (Facebook)
META
+$673K

Top Sells

1 +$1.42M
2 +$1.38M
3 +$1.25M
4
QCOM icon
Qualcomm
QCOM
+$1.03M
5
MIDD icon
Middleby
MIDD
+$875K

Sector Composition

1 Technology 21.96%
2 Healthcare 14.48%
3 Consumer Discretionary 11.99%
4 Industrials 11.33%
5 Financials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$20K 0.01%
+42
277
$20K 0.01%
420
278
$19K 0.01%
5,000
279
$18K ﹤0.01%
1,000
280
$18K ﹤0.01%
300
281
$18K ﹤0.01%
1,750
282
$17K ﹤0.01%
500
283
$17K ﹤0.01%
108
284
$17K ﹤0.01%
1,000
285
$17K ﹤0.01%
315
286
$16K ﹤0.01%
260
-200
287
$16K ﹤0.01%
1,200
288
$15K ﹤0.01%
900
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$15K ﹤0.01%
304
290
$14K ﹤0.01%
355
291
$14K ﹤0.01%
434
292
$14K ﹤0.01%
350
293
$14K ﹤0.01%
204
-600
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$13K ﹤0.01%
209
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$13K ﹤0.01%
234
296
$13K ﹤0.01%
130
297
$13K ﹤0.01%
606
298
$12K ﹤0.01%
220
299
$12K ﹤0.01%
100
300
$12K ﹤0.01%
216