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
351
$18K 0.01%
200
352
$18K 0.01%
+51
353
$18K 0.01%
+202
354
$18K 0.01%
+2,900
355
$18K 0.01%
+2,087
356
$18K 0.01%
285
357
$17K 0.01%
+1,250
358
$17K 0.01%
234
359
$17K 0.01%
+1,100
360
$17K 0.01%
1,265
361
$17K 0.01%
+795
362
$17K 0.01%
+498
363
$17K 0.01%
278
364
$17K 0.01%
788
+528
365
$16K 0.01%
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366
$16K 0.01%
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367
$16K 0.01%
213
368
$16K 0.01%
+4,900
369
$16K 0.01%
+866
370
$16K 0.01%
175
371
$16K 0.01%
256
372
$15K ﹤0.01%
+1,430
373
$15K ﹤0.01%
+292
374
$15K ﹤0.01%
206
375
$15K ﹤0.01%
2,000