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
$565M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.36M
3
+$2.22M
4
PSTG icon
Pure Storage
PSTG
+$1.88M
5
WSO icon
Watsco Inc
WSO
+$1.75M

Top Sells

1
+$1.66M
2
+$1.48M
3
+$1.3M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
TPL icon
Texas Pacific Land
TPL
+$1.15M

Sector Composition

1 Technology 36.21%
2 Healthcare 13.53%
3 Consumer Discretionary 10.22%
4 Industrials 8.96%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.18M 0.39%
15,148
-2,455
52
$2.1M 0.37%
15,690
+8,775
53
$2.03M 0.36%
39,140
+36,110
54
$1.95M 0.34%
9,256
-2,455
55
$1.86M 0.33%
77,825
+39,985
56
$1.71M 0.3%
9,371
+59
57
$1.55M 0.27%
25,768
+643
58
$1.48M 0.26%
8,429
-8,441
59
$1.46M 0.26%
18,017
-885
60
$1.46M 0.26%
122,306
-46,822
61
$1.4M 0.25%
21,962
-4,564
62
$1.19M 0.21%
28,581
-1,125
63
$1.06M 0.19%
6,724
-343
64
$1.06M 0.19%
44,540
+17,995
65
$999K 0.18%
12,917
-7,500
66
$994K 0.18%
8,057
-1,550
67
$889K 0.16%
+31,325
68
$886K 0.16%
1,139
+480
69
$877K 0.16%
11,442
70
$866K 0.15%
21,980
-12,325
71
$825K 0.15%
10,178
72
$790K 0.14%
124,935
+57,282
73
$778K 0.14%
6,848
-1,948
74
$720K 0.13%
6,050
75
$716K 0.13%
14,565
+8,215
1 2
3
4 5