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
$608M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.83M
3
+$1.22M
4
META icon
Meta Platforms (Facebook)
META
+$1.13M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.08M

Top Sells

1
+$1.76M
2
+$1.75M
3
+$1.39M
4
TSCO icon
Tractor Supply
TSCO
+$1.17M
5
EL icon
Estee Lauder
EL
+$1.13M

Sector Composition

1 Technology 38.34%
2 Healthcare 13.73%
3 Consumer Discretionary 9.52%
4 Industrials 8.51%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$974K 0.16%
20,349
-8,232
77
$963K 0.16%
1,954
+944
78
$947K 0.16%
21,813
+107
79
$936K 0.15%
7,735
80
$868K 0.14%
1,680
81
$822K 0.14%
153,442
-19,343
82
$749K 0.12%
97,885
+8,168
83
$714K 0.12%
8,910
84
$683K 0.11%
14,690
-25
85
$657K 0.11%
8,389
-480
86
$635K 0.1%
3,735
-3,521
87
$622K 0.1%
7,879
88
$610K 0.1%
10,000
89
$608K 0.1%
7,657
-300
90
$559K 0.09%
788
-36
91
$524K 0.09%
4,596
-2
92
$499K 0.08%
10,000
93
$480K 0.08%
114
-2
94
$423K 0.07%
737
+164
95
$412K 0.07%
1,955
-2
96
$404K 0.07%
2,331
97
$399K 0.07%
3,354
98
$383K 0.06%
1,860
99
$383K 0.06%
7,610
100
$372K 0.06%
700
2 3
4
5 6