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
$565M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.36M
3
+$2.22M
4
PSTG icon
Pure Storage
PSTG
+$1.88M
5
WSO icon
Watsco Inc
WSO
+$1.75M

Top Sells

1
+$1.66M
2
+$1.48M
3
+$1.3M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
TPL icon
Texas Pacific Land
TPL
+$1.15M

Sector Composition

1 Technology 36.21%
2 Healthcare 13.53%
3 Consumer Discretionary 10.22%
4 Industrials 8.96%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$315K 0.06%
1,164
102
$314K 0.06%
805
+5
103
$304K 0.05%
+563
104
$302K 0.05%
2,650
+800
105
$300K 0.05%
573
-1
106
$295K 0.05%
1,863
-987
107
$290K 0.05%
1,116
-476
108
$277K 0.05%
658
109
$274K 0.05%
568
110
$264K 0.05%
2,000
111
$256K 0.05%
1,000
112
$236K 0.04%
+725
113
$226K 0.04%
1,250
114
$222K 0.04%
2,700
115
$219K 0.04%
1,000
116
$215K 0.04%
1,900
-4,838
117
$210K 0.04%
2,000
118
$208K 0.04%
250
119
$208K 0.04%
932
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120
$206K 0.04%
1,000
121
$202K 0.04%
1,000
122
$195K 0.03%
1,150
123
$190K 0.03%
342
124
$188K 0.03%
3,050
-275
125
$183K 0.03%
950
3 4
5
6 7