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
$626M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.27M
3
+$1.47M
4
ADBE icon
Adobe
ADBE
+$1.04M
5
CRWD icon
CrowdStrike
CRWD
+$963K

Top Sells

1
+$1.73M
2
+$1.07M
3
+$992K
4
MDLZ icon
Mondelez International
MDLZ
+$962K
5
SBUX icon
Starbucks
SBUX
+$908K

Sector Composition

1 Technology 39.94%
2 Healthcare 13.11%
3 Consumer Discretionary 9.29%
4 Industrials 8.08%
5 Financials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$175K 0.03%
3,899
127
$174K 0.03%
+1,000
128
$168K 0.03%
725
129
$168K 0.03%
950
130
$165K 0.03%
+12,800
131
$163K 0.03%
+1,000
132
$162K 0.03%
301
133
$161K 0.03%
1,450
134
$160K 0.03%
781
135
$154K 0.02%
+338
136
$153K 0.02%
+2,862
137
$149K 0.02%
1,650
138
$149K 0.02%
+1,144
139
$147K 0.02%
+931
140
$146K 0.02%
300
+100
141
$143K 0.02%
1,148
142
$143K 0.02%
600
143
$142K 0.02%
1,175
-75
144
$140K 0.02%
1,000
145
$139K 0.02%
1,101
146
$135K 0.02%
+8,451
147
$134K 0.02%
+4,087
148
$129K 0.02%
+5,347
149
$129K 0.02%
+3,584
150
$129K 0.02%
508
4 5
6
7 8