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
$357M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.79M
2 +$2.7M
3 +$2.31M
4
MIDD icon
Middleby
MIDD
+$1.8M
5
AAPL icon
Apple
AAPL
+$1.25M

Top Sells

1 +$1.98M
2 +$1.71M
3 +$1.62M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.61M
5
BDX icon
Becton Dickinson
BDX
+$1.43M

Sector Composition

1 Technology 18.42%
2 Healthcare 15.61%
3 Consumer Discretionary 14.93%
4 Industrials 14.38%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,700