AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
This Quarter Return
+3.9%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$301M
AUM Growth
+$301M
(-1.9%)
Cap. Flow
-$12.8M
Cap. Flow
% of AUM
-4.24%
Top 10 Holdings %
Top 10 Hldgs %
26.66%
Holding
496
New
5
Increased
40
Reduced
101
Closed
160
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$2.44M |
| 2 |
Fortive
FTV
|
$1.82M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.81M |
| 4 |
Trimble
TRMB
|
$1.32M |
| 5 |
United Rentals
URI
|
$750K |
Top Sells
| 1 |
MDVN
MEDIVATION, INC.
MDVN
|
$2.93M |
| 2 |
Viatris
VTRS
|
$1.61M |
| 3 |
Fastenal
FAST
|
$1.42M |
| 4 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$1.05M |
| 5 |
Adobe
ADBE
|
$918K |
Sector Composition
| 1 | Technology | 18.94% |
| 2 | Healthcare | 16.65% |
| 3 | Consumer Discretionary | 13.51% |
| 4 | Industrials | 12.68% |
| 5 | Consumer Staples | 7.04% |
