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
$379M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.22M
3
+$817K
4
AMZN icon
Amazon
AMZN
+$673K
5
META icon
Meta Platforms (Facebook)
META
+$673K

Top Sells

1
+$1.42M
2
+$1.38M
3
+$1.25M
4
QCOM icon
Qualcomm
QCOM
+$1.03M
5
MIDD icon
Middleby
MIDD
+$875K

Sector Composition

1 Technology 21.96%
2 Healthcare 14.48%
3 Consumer Discretionary 11.99%
4 Industrials 11.33%
5 Financials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$155K 0.04%
945
127
$152K 0.04%
1,832
-510
128
$151K 0.04%
2,703
129
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2,510
-5,777
130
$147K 0.04%
8,910
131
$141K 0.04%
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132
$138K 0.04%
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-45
133
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134
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135
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136
$133K 0.04%
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137
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138
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140
$126K 0.03%
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141
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142
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143
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600
144
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146
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147
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500
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149
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-2,272
150
$109K 0.03%
2,000
4 5
6
7 8