AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
-$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.13M
3
+$1.56M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.3M
5
SWK icon
Stanley Black & Decker
SWK
+$634K

Top Sells

1
+$4.56M
2
+$3.94M
3
+$3.15M
4
META icon
Meta Platforms (Facebook)
META
+$2.12M
5
BECN
Beacon Roofing Supply, Inc.
BECN
+$1.74M

Sector Composition

1 Technology 22.2%
2 Healthcare 16.05%
3 Consumer Discretionary 13.24%
4 Industrials 10.77%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
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