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
$608M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.83M
3
+$1.22M
4
META icon
Meta Platforms (Facebook)
META
+$1.13M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.08M

Top Sells

1
+$1.76M
2
+$1.75M
3
+$1.39M
4
TSCO icon
Tractor Supply
TSCO
+$1.17M
5
EL icon
Estee Lauder
EL
+$1.13M

Sector Composition

1 Technology 38.34%
2 Healthcare 13.73%
3 Consumer Discretionary 9.52%
4 Industrials 8.51%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$110K 0.02%
475
152
$110K 0.02%
1,250
-150
153
$109K 0.02%
1,000
-300
154
$108K 0.02%
1,400
155
$102K 0.02%
360
156
$101K 0.02%
200
+100
157
$98K 0.02%
+4,000
158
$96.2K 0.02%
818
159
$90.6K 0.01%
1,702
-100
160
$90.4K 0.01%
650
161
$90.3K 0.01%
8,230
162
$87.1K 0.01%
+1,200
163
$82.9K 0.01%
250
164
$80.1K 0.01%
400
+75
165
$76.9K 0.01%
800
-1,900
166
$75.9K 0.01%
400
167
$75.3K 0.01%
+1,000
168
$74.9K 0.01%
+2,000
169
$74.2K 0.01%
568
170
$71.9K 0.01%
506
171
$69.7K 0.01%
415
172
$69K 0.01%
400
173
$65.7K 0.01%
1,875
174
$63.2K 0.01%
100
175
$60.6K 0.01%
246
5 6
7
8 9