AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$176K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.03M
3
+$2.1M
4
AFSI
AmTrust Financial Services, Inc.
AFSI
+$1.39M
5
PANW icon
Palo Alto Networks
PANW
+$653K

Top Sells

1
+$1.79M
2
+$1.55M
3
+$1.5M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.34M
5
VTRS icon
Viatris
VTRS
+$1.27M

Sector Composition

1 Technology 18.51%
2 Healthcare 16.21%
3 Consumer Discretionary 14.44%
4 Industrials 13.25%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$69K 0.02%
1,533
152
$68K 0.02%
+865
153
$65K 0.02%
450
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154
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155
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840
156
$64K 0.02%
610
157
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158
$62K 0.02%
+1,691
159
$61K 0.02%
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160
$60K 0.02%
1,560
161
$59K 0.02%
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162
$58K 0.02%
1,153
163
$56K 0.02%
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164
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165
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400
166
$52K 0.02%
3,000
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167
$52K 0.02%
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168
$50K 0.02%
960
169
$49K 0.02%
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170
$48K 0.01%
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171
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173
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174
$45K 0.01%
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$44K 0.01%
+820
5 6
7
8 9