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AIM

Arcadia Investment Management Portfolio holdings

AUM $584M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$616M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1 +$2.08M
2 +$1.08M
3 +$1.06M
4
MOD icon
Modine Manufacturing
MOD
+$992K
5
NOW icon
ServiceNow
NOW
+$683K

Sector Composition

1 Technology 41.5%
2 Healthcare 12.13%
3 Consumer Discretionary 8.1%
4 Communication Services 7.93%
5 Financials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CLMB icon
126
Climb Global Solutions
CLMB
$431M
$153K 0.02%
+5,940
NVO
127
Novo Nordisk
NVO
$195B
$153K 0.02%
3,000
AWK icon
128
American Water Works
AWK
$24.3B
$150K 0.02%
1,148
VOT icon
129
Vanguard Mid-Cap Growth ETF
VOT
$19B
$142K 0.02%
508
TMDX icon
130
Transmedics
TMDX
$2.54B
$141K 0.02%
1,155
CDW icon
131
CDW
CDW
$16.5B
$136K 0.02%
1,000
APH icon
132
Amphenol
APH
$188B
$135K 0.02%
1,000
WCC
133
WESCO International
WCC
$16.8B
$135K 0.02%
550
+135
IBIT icon
134
iShares Bitcoin Trust
IBIT
$49.2B
$129K 0.02%
2,600
+1,500
SCHF icon
135
Schwab International Equity ETF
SCHF
$66B
$129K 0.02%
+5,364
TJX icon
136
TJX Companies
TJX
$186B
$127K 0.02%
829
+11
CBOE icon
137
Cboe Global Markets
CBOE
$31B
$126K 0.02%
502
+2
CB icon
138
Chubb
CB
$127B
$125K 0.02%
400
RVTY icon
139
Revvity
RVTY
$11.3B
$121K 0.02%
1,250
RMD icon
140
ResMed
RMD
$27.9B
$120K 0.02%
500
VRRM icon
141
Verra Mobility
VRRM
$684M
$120K 0.02%
5,347
CRM icon
142
Salesforce
CRM
$136B
$118K 0.02%
445
EXLS icon
143
EXL Service
EXLS
$4.37B
$117K 0.02%
2,764
CSCO icon
144
Cisco
CSCO
$480B
$116K 0.02%
1,503
+31
WFC icon
145
Wells Fargo
WFC
$252B
$114K 0.02%
1,224
+3
TRP icon
146
TC Energy
TRP
$72.2B
$110K 0.02%
2,000
VTWO icon
147
Vanguard Russell 2000 ETF
VTWO
$16.9B
$109K 0.02%
1,100
IVW icon
148
iShares S&P 500 Growth ETF
IVW
$72.9B
$103K 0.02%
835
+822
SYY icon
149
Sysco
SYY
$38.1B
$99.5K 0.02%
1,351
-1,625
PFE icon
150
Pfizer
PFE
$149B
$97.1K 0.02%
3,900