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
$327M
AUM Growth
+$176K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.03M
3
+$2.1M
4
AFSI
AmTrust Financial Services, Inc.
AFSI
+$1.39M
5
PANW icon
Palo Alto Networks
PANW
+$653K

Top Sells

1
+$1.79M
2
+$1.55M
3
+$1.5M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.34M
5
VTRS icon
Viatris
VTRS
+$1.27M

Sector Composition

1 Technology 18.51%
2 Healthcare 16.21%
3 Consumer Discretionary 14.44%
4 Industrials 13.25%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.57M 0.79%
16,105
+90
52
$2.4M 0.73%
19,916
-5,115
53
$2.3M 0.7%
94,990
-10,425
54
$2.28M 0.7%
74,000
+45,000
55
$2.27M 0.69%
49,158
-1,175
56
$2.22M 0.68%
36,851
-3,278
57
$2.1M 0.64%
+33,677
58
$1.93M 0.59%
19,100
-5,800
59
$1.9M 0.58%
22,402
+252
60
$1.45M 0.44%
14,541
+158
61
$1.32M 0.4%
18,136
-11,620
62
$1.31M 0.4%
60,989
-14,120
63
$1.22M 0.37%
34,545
-32,455
64
$1.22M 0.37%
47,631
-5,425
65
$1.21M 0.37%
17,792
+442
66
$1.13M 0.35%
36,886
+10,161
67
$1.11M 0.34%
16,695
-600
68
$1.03M 0.31%
22,797
-11,400
69
$1.03M 0.31%
23,300
+1,000
70
$971K 0.3%
13,960
-25,673
71
$936K 0.29%
15,941
-17,200
72
$902K 0.28%
4,085
+1,830
73
$809K 0.25%
10,383
-6,708
74
$774K 0.24%
7,532
+282
75
$770K 0.24%
18,495
-35,998
1 2
3
4 5