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
$307M
AUM Growth
+$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.41M
3
+$1.37M
4
BFH icon
Bread Financial
BFH
+$1.01M
5
PFE icon
Pfizer
PFE
+$862K

Top Sells

1
+$1.82M
2
+$986K
3
+$820K
4
MCD icon
McDonald's
MCD
+$600K
5
ORCL icon
Oracle
ORCL
+$560K

Sector Composition

1 Healthcare 17.53%
2 Technology 16.98%
3 Consumer Discretionary 13.86%
4 Industrials 13.41%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
+15
477
$1K ﹤0.01%
+82
478
$1K ﹤0.01%
+24
479
$1K ﹤0.01%
72
480
$1K ﹤0.01%
+9
481
$1K ﹤0.01%
+9
482
$1K ﹤0.01%
6
483
$1K ﹤0.01%
+36
484
$1K ﹤0.01%
+15
485
$1K ﹤0.01%
+13
486
$1K ﹤0.01%
+23
487
$1K ﹤0.01%
6
-89
488
$0 ﹤0.01%
19
489
– –
-56
490
$0 ﹤0.01%
+18
491
$0 ﹤0.01%
+21
492
$0 ﹤0.01%
12
493
– –
-422
494
– –
-1,680
16 17 18 19
20