AIM

Arcadia Investment Management Portfolio holdings

AUM $616M
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
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
+$2.8M
2
+$2.39M
3
+$2.22M
4
WSO icon
Watsco Inc
WSO
+$1.62M
5
PSTG icon
Everpure, Inc.
PSTG
+$1.61M

Top Sells

1
+$1.56M
2
+$1.42M
3
+$1.18M
4
AVGO icon
Broadcom
AVGO
+$1.17M
5
TSCO icon
Tractor Supply
TSCO
+$1.04M

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
301
$1.72K ﹤0.01%
500
302
$1.4K ﹤0.01%
20
303
$1.21K ﹤0.01%
62
304
$1.08K ﹤0.01%
8
+3
305
$845 ﹤0.01%
10
306
$727 ﹤0.01%
+17
307
$598 ﹤0.01%
45
-80
308
$470 ﹤0.01%
15
309
$18 ﹤0.01%
4
310
$14 ﹤0.01%
6
311
– –
-2,500
312
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313
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-7,500
314
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315
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-50
316
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321
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322
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324
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325
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-137
10 11 12
13
14