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
$626M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.27M
3
+$1.47M
4
ADBE icon
Adobe
ADBE
+$1.04M
5
CRWD icon
CrowdStrike
CRWD
+$963K

Top Sells

1
+$1.73M
2
+$1.07M
3
+$992K
4
MDLZ icon
Mondelez International
MDLZ
+$962K
5
SBUX icon
Starbucks
SBUX
+$908K

Sector Composition

1 Technology 39.94%
2 Healthcare 13.11%
3 Consumer Discretionary 9.29%
4 Industrials 8.08%
5 Financials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$843K 0.13%
+6,935
77
$837K 0.13%
1,680
78
$795K 0.13%
7,386
-3,367
79
$775K 0.12%
5,349
-1,865
80
$750K 0.12%
9,810
-7,447
81
$734K 0.12%
824
+36
82
$702K 0.11%
33,960
-10,680
83
$697K 0.11%
15,840
+1,150
84
$668K 0.11%
2,115
+1,115
85
$640K 0.1%
5,050
+3,000
86
$601K 0.1%
8,394
+5
87
$597K 0.1%
7,657
88
$591K 0.09%
7,879
89
$566K 0.09%
114
90
$502K 0.08%
2,095
+140
91
$488K 0.08%
700
92
$475K 0.08%
811
+74
93
$459K 0.07%
1,109
-1,452
94
$421K 0.07%
1,409
+410
95
$395K 0.06%
6,450
+2,850
96
$381K 0.06%
2,275
-56
97
$381K 0.06%
10,000
98
$377K 0.06%
3,331
-1,265
99
$375K 0.06%
4,354
+1,000
100
$362K 0.06%
778
+305
2 3
4
5 6