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%
3,899
130
$168K 0.03%
1,035
131
$156K 0.03%
725
-135
132
$156K 0.03%
6,500
133
$154K 0.03%
3,555
-4,627
134
$151K 0.03%
525
135
$147K 0.03%
2,000
136
$146K 0.03%
2,179
-1,802
137
$145K 0.03%
5,220
138
$145K 0.03%
301
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139
$140K 0.02%
1,148
140
$139K 0.02%
1,440
+40
141
$127K 0.02%
500
142
$125K 0.02%
781
143
$123K 0.02%
1,390
-2,615
144
$122K 0.02%
1,400
145
$120K 0.02%
508
146
$119K 0.02%
1,400
147
$116K 0.02%
5,500
148
$116K 0.02%
3,104
149
$111K 0.02%
228
150
$110K 0.02%
935
4 5
6
7 8