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
$608M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.83M
3
+$1.22M
4
META icon
Meta Platforms (Facebook)
META
+$1.13M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.08M

Top Sells

1
+$1.76M
2
+$1.75M
3
+$1.39M
4
TSCO icon
Tractor Supply
TSCO
+$1.17M
5
EL icon
Estee Lauder
EL
+$1.13M

Sector Composition

1 Technology 38.34%
2 Healthcare 13.73%
3 Consumer Discretionary 9.52%
4 Industrials 8.51%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$191K 0.03%
1,450
127
$188K 0.03%
500
-4
128
$183K 0.03%
940
-66
129
$182K 0.03%
7,500
130
$177K 0.03%
3,899
131
$168K 0.03%
1,148
132
$168K 0.03%
2,000
133
$163K 0.03%
1,000
134
$160K 0.03%
725
135
$159K 0.03%
301
136
$157K 0.03%
+600
137
$156K 0.03%
6,500
138
$149K 0.02%
1,336
-13
139
$149K 0.02%
2,200
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140
$146K 0.02%
500
+318
141
$144K 0.02%
950
142
$141K 0.02%
1,101
143
$140K 0.02%
781
144
$133K 0.02%
1,650
145
$126K 0.02%
777
146
$125K 0.02%
1,400
147
$124K 0.02%
508
148
$115K 0.02%
+400
149
$113K 0.02%
935
150
$113K 0.02%
3,900
4 5
6
7 8