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
$608M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1 +$2.56M
2 +$1.83M
3 +$1.22M
4
META icon
Meta Platforms (Facebook)
META
+$1.13M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.08M

Top Sells

1 +$1.76M
2 +$1.75M
3 +$1.39M
4
TSCO icon
Tractor Supply
TSCO
+$1.17M
5
EL icon
Estee Lauder
EL
+$1.13M

Sector Composition

1 Technology 38.34%
2 Healthcare 13.73%
3 Consumer Discretionary 9.52%
4 Industrials 8.51%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$356K 0.06%
+1,400
102
$345K 0.06%
13,750
103
$344K 0.06%
1,600
104
$338K 0.06%
13,400
-1,200
105
$308K 0.05%
540
-152
106
$304K 0.05%
1,135
107
$299K 0.05%
999
-165
108
$298K 0.05%
1,000
109
$293K 0.05%
593
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110
$289K 0.05%
+6,000
111
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898
-495
112
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1,950
113
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-400
114
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250
115
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116
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2,000
117
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473
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118
$219K 0.04%
5,104
+2,000
119
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120
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121
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122
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-4,000
123
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1,250
124
$199K 0.03%
34,750
+19,300
125
$199K 0.03%
1,000