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
$626M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.27M
3
+$1.47M
4
ADBE icon
Adobe
ADBE
+$1.04M
5
CRWD icon
CrowdStrike
CRWD
+$963K

Top Sells

1
+$1.73M
2
+$1.07M
3
+$992K
4
MDLZ icon
Mondelez International
MDLZ
+$962K
5
SBUX icon
Starbucks
SBUX
+$908K

Sector Composition

1 Technology 39.94%
2 Healthcare 13.11%
3 Consumer Discretionary 9.29%
4 Industrials 8.08%
5 Financials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.37%
92,155
-4,930
52
$2.28M 0.36%
62,697
-3,323
53
$1.99M 0.32%
3,401
+541
54
$1.69M 0.27%
14,323
+792
55
$1.68M 0.27%
23,551
+6,125
56
$1.62M 0.26%
14,480
+958
57
$1.54M 0.25%
9,752
-2,609
58
$1.52M 0.24%
13,602
+75
59
$1.47M 0.23%
19,543
-6,879
60
$1.45M 0.23%
18,690
-1,110
61
$1.43M 0.23%
19,882
+2,305
62
$1.41M 0.23%
25,001
63
$1.41M 0.23%
51,890
+1,685
64
$1.39M 0.22%
8,552
-138
65
$1.33M 0.21%
7,479
-201
66
$1.26M 0.2%
5,681
-500
67
$1.16M 0.19%
11,403
68
$1.15M 0.18%
2,200
69
$1.11M 0.18%
2,212
+258
70
$1.09M 0.17%
7,174
+3,439
71
$1.06M 0.17%
44,940
+6,326
72
$1.05M 0.17%
52,736
-86,920
73
$952K 0.15%
7,735
74
$947K 0.15%
8,910
75
$914K 0.15%
20,754
+405
1 2
3
4 5