AIM

Arcadia Investment Management Portfolio holdings

AUM $584M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
+$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.13M
3
+$2.12M
4
MUSA icon
Murphy USA
MUSA
+$1.74M
5
META icon
Meta Platforms (Facebook)
META
+$1.42M

Top Sells

1
+$1.46M
2
+$1.21M
3
+$1.1M
4
BDX icon
Becton Dickinson
BDX
+$916K
5
SU icon
Suncor Energy
SU
+$817K

Sector Composition

1 Technology 40.63%
2 Healthcare 12.22%
3 Consumer Discretionary 9.17%
4 Financials 7.65%
5 Industrials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.2M 1.31%
10,227
+504
27
$7.79M 1.25%
17,638
-250
28
$7.66M 1.23%
15,042
+2,577
29
$7.58M 1.21%
26,876
-2,669
30
$7.56M 1.21%
23,694
-405
31
$6.61M 1.06%
8,397
32
$5.76M 0.92%
21,370
-1,400
33
$5.47M 0.88%
7,023
+2,740
34
$5.32M 0.85%
100,895
-1,955
35
$5.21M 0.83%
14,209
-647
36
$4.95M 0.79%
35,296
37
$4.31M 0.69%
19,710
-450
38
$4.24M 0.68%
5,739
+2,290
39
$4.23M 0.68%
43,305
-1,255
40
$4.14M 0.66%
24,014
-4,997
41
$4.11M 0.66%
13,332
42
$3.89M 0.62%
67,565
+12,405
43
$3.56M 0.57%
4,722
44
$3.47M 0.55%
38,817
+510
45
$3.43M 0.55%
81,606
-29,828
46
$3.23M 0.52%
113,470
+20,700
47
$3.23M 0.52%
38,813
+58
48
$3.11M 0.5%
17,818
+2,600
49
$3.09M 0.49%
42,701
+12,890
50
$3.08M 0.49%
4,966
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