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
$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
126
$125K 0.04%
6,105
+3,705
127
$120K 0.04%
2,000
128
$120K 0.04%
1,550
+1,050
129
$118K 0.04%
3,950
+300
130
$105K 0.03%
2,241
+449
131
$103K 0.03%
3,922
132
$103K 0.03%
2,000
133
$102K 0.03%
1,125
+125
134
$96K 0.03%
728
+378
135
$93K 0.03%
1,400
136
$93K 0.03%
1,134
-210
137
$91K 0.03%
1,570
138
$89K 0.03%
1,857
+657
139
$89K 0.03%
1,000
140
$87K 0.03%
1,200
141
$87K 0.03%
1,200
142
$86K 0.03%
1,600
143
$84K 0.03%
855
+550
144
$84K 0.03%
956
+256
145
$82K 0.03%
793
146
$77K 0.02%
1,000
147
$75K 0.02%
1,831
-11,769
148
$74K 0.02%
907
149
$72K 0.02%
600
150
$71K 0.02%
+1,344
4 5
6
7 8