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
326
$21K 0.01%
+1,175
327
$21K 0.01%
244
-45
328
$21K 0.01%
+633
329
$21K 0.01%
517
+322
330
$21K 0.01%
+250
331
$21K 0.01%
+681
332
$21K 0.01%
+590
333
$21K 0.01%
90
+5
334
$21K 0.01%
100
335
$20K 0.01%
300
336
$20K 0.01%
+220
337
$20K 0.01%
+1,955
338
$20K 0.01%
+825
339
$20K 0.01%
+335
340
$20K 0.01%
+1,500
341
$20K 0.01%
+1,100
342
$19K 0.01%
+670
343
$19K 0.01%
+500
344
$19K 0.01%
+233
345
$19K 0.01%
+273
346
$19K 0.01%
+113
347
$19K 0.01%
+2,595
348
$19K 0.01%
+1,900
349
$18K 0.01%
2,064
350
$18K 0.01%
325