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
$565M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.36M
3
+$2.22M
4
PSTG icon
Pure Storage
PSTG
+$1.88M
5
WSO icon
Watsco Inc
WSO
+$1.75M

Top Sells

1
+$1.66M
2
+$1.48M
3
+$1.3M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
TPL icon
Texas Pacific Land
TPL
+$1.15M

Sector Composition

1 Technology 36.21%
2 Healthcare 13.53%
3 Consumer Discretionary 10.22%
4 Industrials 8.96%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$108K 0.02%
319
-190
152
$107K 0.02%
183
-15
153
$105K 0.02%
2,105
+685
154
$105K 0.02%
650
155
$103K 0.02%
1,101
156
$101K 0.02%
14,550
+14,400
157
$99K 0.02%
+500
158
$97.5K 0.02%
360
159
$96.9K 0.02%
1,762
-666
160
$93.9K 0.02%
475
161
$92.8K 0.02%
4,881
-57
162
$92.4K 0.02%
404
163
$91.9K 0.02%
500
164
$88.4K 0.02%
2,786
-11
165
$84.4K 0.01%
8,230
166
$84K 0.01%
1,132
167
$83K 0.01%
818
168
$81.9K 0.01%
1,107
-4
169
$80.8K 0.01%
500
170
$80.4K 0.01%
2,000
171
$79.3K 0.01%
400
172
$78.2K 0.01%
250
173
$77.1K 0.01%
3,088
-1,070
174
$76.5K 0.01%
2,064
175
$74.1K 0.01%
775
-3
5 6
7
8 9