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
$608M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.83M
3
+$1.22M
4
META icon
Meta Platforms (Facebook)
META
+$1.13M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.08M

Top Sells

1
+$1.76M
2
+$1.75M
3
+$1.39M
4
TSCO icon
Tractor Supply
TSCO
+$1.17M
5
EL icon
Estee Lauder
EL
+$1.13M

Sector Composition

1 Technology 38.34%
2 Healthcare 13.73%
3 Consumer Discretionary 9.52%
4 Industrials 8.51%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.3M 0.38%
45,740
-95
52
$2.21M 0.36%
97,085
+8,460
53
$2.12M 0.35%
2,397
-436
54
$2.04M 0.34%
12,361
-281
55
$1.91M 0.31%
139,656
+16,190
56
$1.7M 0.28%
8,690
-725
57
$1.64M 0.27%
2,860
+1,977
58
$1.52M 0.25%
7,680
-20
59
$1.49M 0.24%
17,577
-4,395
60
$1.46M 0.24%
13,531
+6,374
61
$1.46M 0.24%
50,205
+28,010
62
$1.42M 0.23%
13,527
-2,275
63
$1.39M 0.23%
38,614
+3,439
64
$1.38M 0.23%
13,522
-9,205
65
$1.37M 0.22%
6,181
-985
66
$1.35M 0.22%
17,257
-1,565
67
$1.33M 0.22%
19,800
+18,165
68
$1.29M 0.21%
2,561
69
$1.29M 0.21%
25,001
+430
70
$1.26M 0.21%
10,753
-239
71
$1.22M 0.2%
17,426
+9,701
72
$1.08M 0.18%
+2,200
73
$1.06M 0.17%
7,214
+500
74
$1.03M 0.17%
44,640
-525
75
$1.02M 0.17%
11,403
+228
1 2
3
4 5