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
$565M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1 +$3.17M
2 +$2.36M
3 +$2.22M
4
PSTG icon
Pure Storage
PSTG
+$1.88M
5
WSO icon
Watsco Inc
WSO
+$1.75M

Top Sells

1 +$1.66M
2 +$1.48M
3 +$1.3M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
TPL icon
Texas Pacific Land
TPL
+$1.15M

Sector Composition

1 Technology 36.21%
2 Healthcare 13.53%
3 Consumer Discretionary 10.22%
4 Industrials 8.96%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$179K 0.03%
7,500
127
$175K 0.03%
6,515
128
$170K 0.03%
6,760
129
$168K 0.03%
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130
$168K 0.03%
1,035
131
$156K 0.03%
725
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6,500
133
$154K 0.03%
3,555
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134
$151K 0.03%
525
135
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2,000
136
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2,179
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137
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5,220
138
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139
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140
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141
$127K 0.02%
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142
$125K 0.02%
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1,390
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144
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145
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146
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147
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148
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149
$111K 0.02%
228
150
$110K 0.02%
935