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
$357M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.7M
3
+$2.31M
4
MIDD icon
Middleby
MIDD
+$1.8M
5
AAPL icon
Apple
AAPL
+$1.25M

Top Sells

1
+$1.98M
2
+$1.71M
3
+$1.62M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.61M
5
BDX icon
Becton Dickinson
BDX
+$1.43M

Sector Composition

1 Technology 18.42%
2 Healthcare 15.61%
3 Consumer Discretionary 14.93%
4 Industrials 14.38%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.39M 1.51%
62,123
-2,442
27
$5.37M 1.51%
43,725
-2,334
28
$5.29M 1.48%
510,828
-191,016
29
$4.78M 1.34%
81,696
-930
30
$4.68M 1.31%
106,592
-1,884
31
$4.49M 1.26%
87,855
-14,915
32
$4.45M 1.25%
35,100
+3,300
33
$4.32M 1.21%
137,880
+13,250
34
$4.24M 1.19%
171,130
-6,050
35
$4.04M 1.13%
39,330
+17,580
36
$4.01M 1.12%
145,699
-58,340
37
$4M 1.12%
85,050
+2,410
38
$3.9M 1.09%
50,037
-1,640
39
$3.83M 1.07%
168,381
-9,495
40
$3.7M 1.04%
52,200
+1,895
41
$3.68M 1.03%
64,535
-2,585
42
$3.43M 0.96%
106,350
-2,150
43
$3.4M 0.95%
139,560
+110,760
44
$3.35M 0.94%
58,985
-367
45
$3.26M 0.91%
99,041
-1,488
46
$3.25M 0.91%
17,940
-600
47
$3.24M 0.91%
38,250
-1,000
48
$3.21M 0.9%
43,442
-2,233
49
$3.16M 0.88%
23,506
-1,031
50
$3.14M 0.88%
22,351
+645
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