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
$352M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$13.6M
3 +$11.6M
4
FAST icon
Fastenal
FAST
+$11.5M
5
EL icon
Estee Lauder
EL
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.81%
2 Consumer Discretionary 15.8%
3 Healthcare 15.13%
4 Industrials 14.51%
5 Financials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$162K 0.05%
+14,159