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
$327M
AUM Growth
+$176K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.03M
3
+$2.1M
4
AFSI
AmTrust Financial Services, Inc.
AFSI
+$1.39M
5
PANW icon
Palo Alto Networks
PANW
+$653K

Top Sells

1
+$1.79M
2
+$1.55M
3
+$1.5M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.34M
5
VTRS icon
Viatris
VTRS
+$1.27M

Sector Composition

1 Technology 18.51%
2 Healthcare 16.21%
3 Consumer Discretionary 14.44%
4 Industrials 13.25%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$763K 0.23%
6,515
+1,740
77
$751K 0.23%
12,345
78
$739K 0.23%
16,450
-2,375
79
$668K 0.2%
5,933
+5,683
80
$660K 0.2%
38,625
+32,225
81
$652K 0.2%
27,025
-300
82
$601K 0.18%
17,306
-13,752
83
$595K 0.18%
4,500
84
$587K 0.18%
4,664
85
$549K 0.17%
+6,897
86
$530K 0.16%
15,280
-26,480
87
$517K 0.16%
+15,507
88
$494K 0.15%
7,478
+405
89
$483K 0.15%
8,699
-3,504
90
$462K 0.14%
+5,789
91
$457K 0.14%
9,000
92
$439K 0.13%
+5,979
93
$422K 0.13%
2,826
-3,507
94
$406K 0.12%
7,469
+2,017
95
$387K 0.12%
+16,309
96
$351K 0.11%
14,600
-5,236
97
$336K 0.1%
+4,047
98
$336K 0.1%
1,648
99
$321K 0.1%
+1,565
100
$305K 0.09%
3,392
+664
2 3
4
5 6