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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
$493M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.49M
3
+$930K
4
SU icon
Suncor Energy
SU
+$812K
5
APD icon
Air Products & Chemicals
APD
+$777K

Top Sells

1
+$1.05M
2
+$851K
3
+$817K
4
SYK icon
Stryker
SYK
+$715K
5
ABBV icon
AbbVie
ABBV
+$676K

Sector Composition

1 Technology 34.3%
2 Healthcare 15.1%
3 Consumer Discretionary 9.32%
4 Industrials 8.39%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
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