AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$649M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$1.52M
3 +$983K
4
META icon
Meta Platforms (Facebook)
META
+$980K
5
ZS icon
Zscaler
ZS
+$814K

Top Sells

1 +$1.74M
2 +$1.63M
3 +$1.61M
4
BDX icon
Becton Dickinson
BDX
+$1.48M
5
ITW icon
Illinois Tool Works
ITW
+$1.45M

Sector Composition

1 Technology 41.88%
2 Healthcare 11.61%
3 Consumer Discretionary 8.96%
4 Financials 7.1%
5 Industrials 7.07%