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
$565M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.36M
3
+$2.22M
4
PSTG icon
Pure Storage
PSTG
+$1.88M
5
WSO icon
Watsco Inc
WSO
+$1.75M

Top Sells

1
+$1.66M
2
+$1.48M
3
+$1.3M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
TPL icon
Texas Pacific Land
TPL
+$1.15M

Sector Composition

1 Technology 36.21%
2 Healthcare 13.53%
3 Consumer Discretionary 10.22%
4 Industrials 8.96%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$715K 0.13%
1,680
77
$708K 0.13%
6,092
+5
78
$688K 0.12%
8,910
79
$688K 0.12%
7,993
-285
80
$607K 0.11%
8,919
-75
81
$528K 0.09%
10,000
82
$508K 0.09%
20,275
83
$507K 0.09%
6,650
+825
84
$500K 0.09%
824
-9
85
$470K 0.08%
10,000
86
$460K 0.08%
8,491
-30,637
87
$457K 0.08%
126
88
$439K 0.08%
700
89
$431K 0.08%
3,354
90
$408K 0.07%
2,038
+16
91
$400K 0.07%
1,328
+221
92
$395K 0.07%
3,250
-400
93
$388K 0.07%
2,260
94
$378K 0.07%
2,331
-4,572
95
$358K 0.06%
1,568
-95
96
$357K 0.06%
680
-42
97
$341K 0.06%
13,750
98
$328K 0.06%
1,600
99
$325K 0.06%
11,141
100
$321K 0.06%
1,360
2 3
4
5 6