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
$357M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.7M
3
+$2.31M
4
MIDD icon
Middleby
MIDD
+$1.8M
5
AAPL icon
Apple
AAPL
+$1.25M

Top Sells

1
+$1.98M
2
+$1.71M
3
+$1.62M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.61M
5
BDX icon
Becton Dickinson
BDX
+$1.43M

Sector Composition

1 Technology 18.42%
2 Healthcare 15.61%
3 Consumer Discretionary 14.93%
4 Industrials 14.38%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.13M 0.88%
40,085
-1,350
52
$2.86M 0.8%
113,407
-64,174
53
$2.79M 0.78%
+56,850
54
$2.65M 0.74%
40,165
-120
55
$2.52M 0.71%
25,700
-2,900
56
$2.51M 0.7%
50,896
-10,865
57
$2.31M 0.65%
+35,870
58
$2.27M 0.64%
41,795
-3,025
59
$2.12M 0.59%
24,750
-4,000
60
$2M 0.56%
41,500
-11,018
61
$1.97M 0.55%
34,800
-1,200
62
$1.97M 0.55%
24,548
-805
63
$1.9M 0.53%
65,059
-1,480
64
$1.87M 0.52%
24,410
-1,340
65
$1.74M 0.49%
20,499
-11,584
66
$1.71M 0.48%
33,574
-12,627
67
$1.54M 0.43%
61,625
-4,045
68
$1.45M 0.4%
15,108
-1,500
69
$1.44M 0.4%
19,562
70
$1.23M 0.34%
13,436
+6,125
71
$1.17M 0.33%
24,450
-4,600
72
$1.14M 0.32%
30,554
-2,040
73
$905K 0.25%
8,997
-7,226
74
$896K 0.25%
7,533
-5,362
75
$850K 0.24%
36,358
1 2
3
4 5