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
$307M
AUM Growth
+$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$1.41M
3 +$1.37M
4
BFH icon
Bread Financial
BFH
+$1.01M
5
PFE icon
Pfizer
PFE
+$862K

Top Sells

1 +$1.82M
2 +$986K
3 +$820K
4
MCD icon
McDonald's
MCD
+$600K
5
ORCL icon
Oracle
ORCL
+$560K

Sector Composition

1 Healthcare 17.53%
2 Technology 16.98%
3 Consumer Discretionary 13.86%
4 Industrials 13.41%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$25K 0.01%
930
302
$24K 0.01%
436
303
$24K 0.01%
559
+349
304
$24K 0.01%
378
+238
305
$24K 0.01%
+4,500
306
$24K 0.01%
585
+45
307
$24K 0.01%
+329
308
$24K 0.01%
+266
309
$24K 0.01%
+600
310
$24K 0.01%
+3,685
311
$23K 0.01%
200
312
0
313
$23K 0.01%
+557
314
$23K 0.01%
503
+312
315
$23K 0.01%
410
316
$23K 0.01%
+500
317
$22K 0.01%
136
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318
$22K 0.01%
273
319
$22K 0.01%
+294
320
$22K 0.01%
390
321
$22K 0.01%
614
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322
$22K 0.01%
521
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323
$21K 0.01%
424
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324
$21K 0.01%
+735
325
$21K 0.01%
+1,500