AIM

Arcadia Investment Management Portfolio holdings

AUM $616M
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
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
+$2.63M
2
+$2.48M
3
+$2.06M
4
MIDD icon
Middleby
MIDD
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.21M

Top Sells

1
+$2.06M
2
+$1.65M
3
+$1.65M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.56M
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
– –
-3,000
1 2 3 4
5