AIM

Arcadia Investment Management Portfolio holdings

AUM $584M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
+$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.13M
3
+$2.12M
4
MUSA icon
Murphy USA
MUSA
+$1.74M
5
META icon
Meta Platforms (Facebook)
META
+$1.42M

Top Sells

1
+$1.46M
2
+$1.21M
3
+$1.1M
4
BDX icon
Becton Dickinson
BDX
+$916K
5
SU icon
Suncor Energy
SU
+$817K

Sector Composition

1 Technology 40.63%
2 Healthcare 12.22%
3 Consumer Discretionary 9.17%
4 Financials 7.65%
5 Industrials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.82M 0.45%
8,016
+120
52
$2.56M 0.41%
6,305
+3,828
53
$2.43M 0.39%
35,973
-6,640
54
$2.31M 0.37%
62,200
-952
55
$2.22M 0.36%
211,455
+197,855
56
$2.05M 0.33%
27,825
+13,087
57
$1.79M 0.29%
20,470
+5,365
58
$1.68M 0.27%
20,832
+3,054
59
$1.67M 0.27%
24,058
+4,495
60
$1.64M 0.26%
14,152
+555
61
$1.57M 0.25%
7,956
-3,300
62
$1.45M 0.23%
80,486
+5,450
63
$1.27M 0.2%
8,134
-328
64
$1.22M 0.2%
5,656
-25
65
$1.2M 0.19%
2,200
66
$1.17M 0.19%
8,425
+75
67
$1.14M 0.18%
3,005
+618
68
$1.11M 0.18%
23,939
-887
69
$1.09M 0.17%
8,140
-100
70
$1.03M 0.16%
20,821
-33
71
$1.03M 0.16%
8,910
72
$932K 0.15%
5,020
-285
73
$907K 0.15%
11,111
-292
74
$895K 0.14%
11,715
+3,565
75
$886K 0.14%
1,680
1 2
3
4 5