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
426
$5K ﹤0.01%
275
427
$5K ﹤0.01%
+506
428
$5K ﹤0.01%
+147
429
$5K ﹤0.01%
+86
430
$5K ﹤0.01%
1,376
431
$5K ﹤0.01%
+30
432
$5K ﹤0.01%
2,500
433
$4K ﹤0.01%
800
434
0
435
$4K ﹤0.01%
+56
436
$4K ﹤0.01%
+71
437
$4K ﹤0.01%
+40
438
$4K ﹤0.01%
100
439
$4K ﹤0.01%
78
440
$4K ﹤0.01%
1,000
441
$3K ﹤0.01%
+99
442
$3K ﹤0.01%
+84
443
$3K ﹤0.01%
178
444
$3K ﹤0.01%
69
445
$3K ﹤0.01%
118
-653
446
$3K ﹤0.01%
+70
447
$3K ﹤0.01%
+229
448
$3K ﹤0.01%
+50
449
$2K ﹤0.01%
+14
450
$2K ﹤0.01%
+11