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
$565M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.36M
3
+$2.22M
4
PSTG icon
Pure Storage
PSTG
+$1.88M
5
WSO icon
Watsco Inc
WSO
+$1.75M

Top Sells

1
+$1.66M
2
+$1.48M
3
+$1.3M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
TPL icon
Texas Pacific Land
TPL
+$1.15M

Sector Composition

1 Technology 36.21%
2 Healthcare 13.53%
3 Consumer Discretionary 10.22%
4 Industrials 8.96%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.1M 1.25%
46,601
-750
27
$6.97M 1.23%
18,164
-1,030
28
$6.91M 1.22%
7,117
+46
29
$6.75M 1.19%
43,781
+4,295
30
$6.57M 1.16%
125,595
-21,665
31
$6.34M 1.12%
25,623
+529
32
$6.3M 1.11%
163,294
-1,700
33
$6.2M 1.1%
32,177
+2,564
34
$6.14M 1.08%
10,605
-1,986
35
$5.97M 1.06%
25,850
+1,153
36
$5.91M 1.05%
25,975
-2,189
37
$4.43M 0.78%
63,350
+4,025
38
$4.3M 0.76%
42,758
+22,113
39
$4.28M 0.76%
53,604
-1,806
40
$4.2M 0.74%
43,237
-8,090
41
$4.08M 0.72%
42,934
-285
42
$3.88M 0.69%
15,521
-3,588
43
$3.87M 0.68%
120,274
+98,530
44
$3.62M 0.64%
5,026
+79
45
$3.46M 0.61%
27,520
-1,350
46
$3.19M 0.56%
6,074
47
$3M 0.53%
12,028
48
$2.93M 0.52%
79,105
+20,550
49
$2.92M 0.52%
16,952
-90
50
$2.46M 0.44%
14,540
-57
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