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
$649M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.48M
3
+$993K
4
CRWD icon
CrowdStrike
CRWD
+$912K
5
GFF icon
Griffon
GFF
+$787K

Top Sells

1
+$1.73M
2
+$1.73M
3
+$1.5M
4
BDX icon
Becton Dickinson
BDX
+$1.47M
5
ITW icon
Illinois Tool Works
ITW
+$1.45M

Sector Composition

1 Technology 41.88%
2 Healthcare 11.61%
3 Consumer Discretionary 8.96%
4 Financials 7.1%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.41%
66,250
+4,050
52
$2.49M 0.38%
8,013
-3
53
$2.29M 0.35%
24,550
-3,275
54
$2.19M 0.34%
5,648
-657
55
$1.87M 0.29%
29,902
-6,071
56
$1.82M 0.28%
138,555
-72,900
57
$1.79M 0.28%
20,317
-515
58
$1.72M 0.26%
22,758
-1,300
59
$1.7M 0.26%
+45,960
60
$1.37M 0.21%
3,305
+300
61
$1.32M 0.2%
5,441
-215
62
$1.3M 0.2%
17,467
+5,752
63
$1.25M 0.19%
18,520
-1,950
64
$1.24M 0.19%
27,414
+3,475
65
$1.2M 0.19%
8,425
66
$1.19M 0.18%
10,152
-4,000
67
$1.06M 0.16%
19,521
-1,300
68
$1.04M 0.16%
7,000
-1,910
69
$1.03M 0.16%
4,458
-562
70
$1.03M 0.16%
72,716
-7,770
71
$984K 0.15%
2,200
72
$976K 0.15%
8,140
73
$963K 0.15%
39,155
-575
74
$927K 0.14%
4,688
-291
75
$845K 0.13%
7,172
-163
1 2
3
4 5