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
$649M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.48M
3
+$993K
4
CRWD icon
CrowdStrike
CRWD
+$912K
5
GFF icon
Griffon
GFF
+$787K

Top Sells

1
+$1.73M
2
+$1.73M
3
+$1.5M
4
BDX icon
Becton Dickinson
BDX
+$1.47M
5
ITW icon
Illinois Tool Works
ITW
+$1.45M

Sector Composition

1 Technology 41.88%
2 Healthcare 11.61%
3 Consumer Discretionary 8.96%
4 Financials 7.1%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.29M 1.28%
19,638
-204
27
$7.81M 1.2%
23,509
-185
28
$7.5M 1.16%
28,744
-5,579
29
$7M 1.08%
17,322
-316
30
$6.88M 1.06%
9,018
+1,995
31
$6.09M 0.94%
72,610
+5,045
32
$5.71M 0.88%
20,855
-515
33
$5.7M 0.88%
20,888
-5,988
34
$5.65M 0.87%
99,315
-1,580
35
$5.56M 0.86%
35,296
36
$5.53M 0.85%
8,096
-301
37
$5.36M 0.83%
13,237
-972
38
$5.21M 0.8%
18,519
-1,191
39
$5.19M 0.8%
7,073
+1,334
40
$4.42M 0.68%
4,632
-90
41
$4.04M 0.62%
39,155
-4,150
42
$4.03M 0.62%
52,911
+10,210
43
$4M 0.62%
81,606
44
$3.73M 0.57%
12,705
-627
45
$3.56M 0.55%
38,078
-739
46
$3.38M 0.52%
5,056
+90
47
$3.1M 0.48%
17,909
+91
48
$3.02M 0.46%
16,109
-7,905
49
$2.89M 0.45%
122,975
+9,505
50
$2.86M 0.44%
34,602
-4,211
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