AIM

Arcadia Investment Management Portfolio holdings

AUM $584M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$608M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.83M
3
+$1.49M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.02M
5
META icon
Meta Platforms (Facebook)
META
+$1.02M

Top Sells

1
+$1.73M
2
+$1.62M
3
+$1.33M
4
TSCO icon
Tractor Supply
TSCO
+$1.08M
5
EL icon
Estee Lauder
EL
+$1.08M

Sector Composition

1 Technology 38.34%
2 Healthcare 13.73%
3 Consumer Discretionary 9.52%
4 Industrials 8.51%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-355
327
– –
-144
328
– –
-3,115
329
– –
-4,881
330
– –
-45
10 11 12 13
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