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
$327M
AUM Growth
+$176K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.03M
3
+$2.1M
4
AFSI
AmTrust Financial Services, Inc.
AFSI
+$1.39M
5
PANW icon
Palo Alto Networks
PANW
+$653K

Top Sells

1
+$1.79M
2
+$1.55M
3
+$1.5M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.34M
5
VTRS icon
Viatris
VTRS
+$1.27M

Sector Composition

1 Technology 18.51%
2 Healthcare 16.21%
3 Consumer Discretionary 14.44%
4 Industrials 13.25%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38M 1.34%
73,955
-7,127
27
$4.32M 1.32%
109,814
+1,330
28
$4.24M 1.29%
415,228
-95,600
29
$4.21M 1.29%
115,329
-9,016
30
$4.14M 1.27%
108,806
-9,469
31
$4.14M 1.26%
106,157
-20,571
32
$4M 1.22%
60,840
+7,845
33
$3.97M 1.21%
37,425
-4,470
34
$3.84M 1.17%
71,112
-15,639
35
$3.78M 1.16%
50,665
+240
36
$3.55M 1.08%
25,023
+765
37
$3.51M 1.07%
+92,520
38
$3.49M 1.07%
72,290
-10,960
39
$3.36M 1.03%
156,157
-9,237
40
$3.3M 1.01%
96,832
-20,720
41
$3.21M 0.98%
65,175
+3,965
42
$3.16M 0.97%
26,754
+968
43
$3.11M 0.95%
120,677
-20,521
44
$3.05M 0.93%
40,275
-8,371
45
$3.03M 0.93%
+77,940
46
$2.93M 0.89%
58,571
-11,265
47
$2.85M 0.87%
37,740
-2,615
48
$2.79M 0.85%
165,480
+400
49
$2.77M 0.85%
86,940
-570
50
$2.74M 0.84%
32,175
-9,400
1
2
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