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
$327M
AUM Growth
+$176K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.03M
3
+$2.1M
4
AFSI
AmTrust Financial Services, Inc.
AFSI
+$1.39M
5
PANW icon
Palo Alto Networks
PANW
+$653K

Top Sells

1
+$1.79M
2
+$1.55M
3
+$1.5M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.34M
5
VTRS icon
Viatris
VTRS
+$1.27M

Sector Composition

1 Technology 18.51%
2 Healthcare 16.21%
3 Consumer Discretionary 14.44%
4 Industrials 13.25%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$302K 0.09%
9,224
-16,015
102
$275K 0.08%
1,975
-2,800
103
$265K 0.08%
5,800
-600
104
$248K 0.08%
977
-40
105
$246K 0.08%
11,230
106
$221K 0.07%
+2,218
107
$219K 0.07%
9,600
108
$212K 0.06%
7,216
109
$204K 0.06%
+4,698
110
$203K 0.06%
2,950
+750
111
$203K 0.06%
1,000
112
$197K 0.06%
4,253
-840
113
$190K 0.06%
+2,531
114
$189K 0.06%
7,290
-973
115
$186K 0.06%
11,600
116
– –
0
117
$166K 0.05%
2,092
+464
118
$166K 0.05%
1,680
119
$157K 0.05%
1,239
+225
120
$153K 0.05%
3,557
+907
121
$152K 0.05%
4,400
122
$143K 0.04%
3,017
-316
123
$141K 0.04%
1,463
+263
124
$138K 0.04%
4,600
125
$132K 0.04%
730
+230
3 4
5
6 7