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
376
$15K ﹤0.01%
420
377
$15K ﹤0.01%
+423
378
$14K ﹤0.01%
+8
379
$14K ﹤0.01%
+304
380
$14K ﹤0.01%
160
381
$14K ﹤0.01%
300
382
$14K ﹤0.01%
+3,800
383
$14K ﹤0.01%
250
-1,967
384
$14K ﹤0.01%
500
385
$14K ﹤0.01%
+866
386
$13K ﹤0.01%
+289
387
$13K ﹤0.01%
800
388
$13K ﹤0.01%
+454
389
$13K ﹤0.01%
+2,600
390
$13K ﹤0.01%
+768
391
$13K ﹤0.01%
500
392
$13K ﹤0.01%
234
393
$12K ﹤0.01%
280
394
$12K ﹤0.01%
800
395
$12K ﹤0.01%
+225
396
$12K ﹤0.01%
500
397
$11K ﹤0.01%
+333
398
$11K ﹤0.01%
420
399
$11K ﹤0.01%
+976
400
$11K ﹤0.01%
+1,485