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
$626M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.27M
3
+$1.47M
4
ADBE icon
Adobe
ADBE
+$1.04M
5
CRWD icon
CrowdStrike
CRWD
+$963K

Top Sells

1
+$1.73M
2
+$1.07M
3
+$992K
4
MDLZ icon
Mondelez International
MDLZ
+$962K
5
SBUX icon
Starbucks
SBUX
+$908K

Sector Composition

1 Technology 39.94%
2 Healthcare 13.11%
3 Consumer Discretionary 9.29%
4 Industrials 8.08%
5 Financials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.67M 1.39%
29,905
-709
27
$8.62M 1.38%
18,187
-910
28
$8.5M 1.36%
37,488
+11,472
29
$7.53M 1.2%
25,365
-469
30
$6.72M 1.07%
66,930
+22,652
31
$6.7M 1.07%
17,231
-334
32
$6.24M 1%
9,008
+1,363
33
$5.9M 0.94%
25,160
-43
34
$5.64M 0.9%
106,225
+3,500
35
$5.37M 0.86%
40,905
-309
36
$5.29M 0.85%
29,340
+736
37
$5.02M 0.8%
139,534
-4,200
38
$4.39M 0.7%
15,013
-25
39
$4.09M 0.65%
11,954
+2,814
40
$4.05M 0.65%
44,741
+397
41
$3.91M 0.63%
43,270
+3,737
42
$3.48M 0.56%
20,910
-6,410
43
$3.37M 0.54%
4,787
+20
44
$3.33M 0.53%
54,280
+8,540
45
$3.32M 0.53%
4,300
+1,903
46
$2.92M 0.47%
4,964
47
$2.9M 0.46%
48,556
-16,108
48
$2.78M 0.45%
36,819
-200
49
$2.72M 0.43%
15,323
-30
50
$2.67M 0.43%
11,636
-367
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