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
$626M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.27M
3
+$1.47M
4
ADBE icon
Adobe
ADBE
+$1.04M
5
CRWD icon
CrowdStrike
CRWD
+$963K

Top Sells

1
+$1.73M
2
+$1.07M
3
+$992K
4
MDLZ icon
Mondelez International
MDLZ
+$962K
5
SBUX icon
Starbucks
SBUX
+$908K

Sector Composition

1 Technology 39.94%
2 Healthcare 13.11%
3 Consumer Discretionary 9.29%
4 Industrials 8.08%
5 Financials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.65K ﹤0.01%
+688
277
$8.88K ﹤0.01%
35
278
$8.8K ﹤0.01%
70
279
$8.14K ﹤0.01%
267
280
$7.43K ﹤0.01%
100
281
$7.07K ﹤0.01%
+79
282
$6.94K ﹤0.01%
275
-185
283
$6.04K ﹤0.01%
161
284
$5.78K ﹤0.01%
80
285
$5.58K ﹤0.01%
24
+2
286
$5.49K ﹤0.01%
15
+12
287
$4.99K ﹤0.01%
+92
288
$4.71K ﹤0.01%
+200
289
$4.3K ﹤0.01%
50
+10
290
$3.27K ﹤0.01%
28
-907
291
$2.98K ﹤0.01%
51
+8
292
$2.96K ﹤0.01%
+703
293
$2.85K ﹤0.01%
5
294
$1.88K ﹤0.01%
100
295
$1.65K ﹤0.01%
27
296
$1.31K ﹤0.01%
20
297
$1.28K ﹤0.01%
8
298
$1.02K ﹤0.01%
10
299
$887 ﹤0.01%
44
300
$830 ﹤0.01%
+1,403
10 11
12
13 14