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
+25
110
$289K 0.05%
+6,000
111
$260K 0.04%
898
-495
112
$249K 0.04%
1,950
113
$240K 0.04%
2,050
-400
114
$237K 0.04%
250
115
$234K 0.04%
855
+27
116
$227K 0.04%
2,000
117
$220K 0.04%
473
-176
118
$219K 0.04%
5,104
+2,000
119
$217K 0.04%
800
120
$215K 0.04%
468
-190
121
$213K 0.04%
3,600
+500
122
$208K 0.03%
7,141
-4,000
123
$205K 0.03%
1,250
124
$199K 0.03%
34,750
+19,300
125
$199K 0.03%
1,000
3 4
5
6 7