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
$608M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.83M
3
+$1.22M
4
META icon
Meta Platforms (Facebook)
META
+$1.13M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.08M

Top Sells

1
+$1.76M
2
+$1.75M
3
+$1.39M
4
TSCO icon
Tractor Supply
TSCO
+$1.17M
5
EL icon
Estee Lauder
EL
+$1.13M

Sector Composition

1 Technology 38.34%
2 Healthcare 13.73%
3 Consumer Discretionary 9.52%
4 Industrials 8.51%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.12M 1.5%
30,614
-949
27
$8.25M 1.36%
49,361
+3,376
28
$7.12M 1.17%
17,565
+49
29
$7.01M 1.15%
25,834
+144
30
$6.44M 1.06%
25,203
-637
31
$6.37M 1.05%
7,645
+279
32
$6.27M 1.03%
26,016
-887
33
$5.98M 0.98%
102,725
-20,120
34
$5.13M 0.84%
143,734
35
$5.13M 0.84%
41,214
-10
36
$4.89M 0.8%
28,604
-1,519
37
$4.76M 0.78%
64,664
+1,314
38
$4.66M 0.77%
27,320
-100
39
$4.46M 0.73%
44,278
+18,214
40
$4.35M 0.72%
44,344
+410
41
$4.16M 0.68%
15,038
-273
42
$3.86M 0.63%
4,767
-20
43
$3.34M 0.55%
12,003
44
$3.19M 0.52%
39,533
+5,615
45
$3.1M 0.51%
37,019
-16,585
46
$2.86M 0.47%
4,964
-10
47
$2.63M 0.43%
26,422
-11,344
48
$2.56M 0.42%
+9,140
49
$2.55M 0.42%
66,020
-10,525
50
$2.48M 0.41%
15,353
+25
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