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
$565M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.36M
3
+$2.22M
4
PSTG icon
Pure Storage
PSTG
+$1.88M
5
WSO icon
Watsco Inc
WSO
+$1.75M

Top Sells

1
+$1.66M
2
+$1.48M
3
+$1.3M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
TPL icon
Texas Pacific Land
TPL
+$1.15M

Sector Composition

1 Technology 36.21%
2 Healthcare 13.53%
3 Consumer Discretionary 10.22%
4 Industrials 8.96%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.81K ﹤0.01%
+279
277
$9.62K ﹤0.01%
330
-486
278
$9.47K ﹤0.01%
35
279
$8.42K ﹤0.01%
44
280
$8.1K ﹤0.01%
+300
281
$8.01K ﹤0.01%
883
-883
282
$7.87K ﹤0.01%
267
-420
283
$7.05K ﹤0.01%
75
284
$6.59K ﹤0.01%
70
285
$6.32K ﹤0.01%
115
286
$5.81K ﹤0.01%
20
287
$5.37K ﹤0.01%
350
-250
288
$5K ﹤0.01%
24
+2
289
$4.74K ﹤0.01%
+34
290
$4.71K ﹤0.01%
380
291
$4.01K ﹤0.01%
250
292
$3.47K ﹤0.01%
+200
293
$3.21K ﹤0.01%
1,000
294
$2.99K ﹤0.01%
51
+10
295
$2.86K ﹤0.01%
100
296
$2.83K ﹤0.01%
350
-105
297
$2.77K ﹤0.01%
20
-394
298
$2.69K ﹤0.01%
+5
299
$2.08K ﹤0.01%
17
+8
300
$2K ﹤0.01%
44
-110
10 11
12
13 14