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
301
$13K ﹤0.01%
1,000
302
$13K ﹤0.01%
+234
303
$13K ﹤0.01%
+1,750
304
$12K ﹤0.01%
209
305
$12K ﹤0.01%
130
306
$11K ﹤0.01%
220
307
$11K ﹤0.01%
105
308
$10K ﹤0.01%
210
309
$10K ﹤0.01%
100
310
$10K ﹤0.01%
225
311
0
312
$9K ﹤0.01%
310
313
$9K ﹤0.01%
210
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$8K ﹤0.01%
608
315
$8K ﹤0.01%
100
316
$7K ﹤0.01%
300
317
$7K ﹤0.01%
50
318
$6K ﹤0.01%
628
319
$6K ﹤0.01%
186
320
$6K ﹤0.01%
71
321
$6K ﹤0.01%
125
322
$6K ﹤0.01%
118
323
$5K ﹤0.01%
79
324
$2K ﹤0.01%
47
325
$2K ﹤0.01%
100