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
$327M
AUM Growth
-$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$919K
3
+$595K
4
KMX icon
CarMax
KMX
+$494K
5
BFH icon
Bread Financial
BFH
+$487K

Top Sells

1
+$3.97M
2
+$3.69M
3
+$1.72M
4
QCOM icon
Qualcomm
QCOM
+$1.62M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.52M

Sector Composition

1 Technology 18.52%
2 Consumer Discretionary 16.21%
3 Healthcare 14.9%
4 Industrials 14.15%
5 Consumer Staples 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$43K 0.01%
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500
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– –
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540
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$22K 0.01%
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$19K 0.01%
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$15K ﹤0.01%
500
5 6
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8 9