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
$626M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.27M
3
+$1.47M
4
ADBE icon
Adobe
ADBE
+$1.04M
5
CRWD icon
CrowdStrike
CRWD
+$963K

Top Sells

1
+$1.73M
2
+$1.07M
3
+$992K
4
MDLZ icon
Mondelez International
MDLZ
+$962K
5
SBUX icon
Starbucks
SBUX
+$908K

Sector Composition

1 Technology 39.94%
2 Healthcare 13.11%
3 Consumer Discretionary 9.29%
4 Industrials 8.08%
5 Financials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$125K 0.02%
1,400
152
$123K 0.02%
+2,764
153
$121K 0.02%
1,190
-146
154
$119K 0.02%
2,013
+311
155
$116K 0.02%
+250
156
$115K 0.02%
+1,214
157
$114K 0.02%
1,400
158
$114K 0.02%
+500
159
$113K 0.02%
+1,557
160
$111K 0.02%
400
161
$110K 0.02%
+739
162
$109K 0.02%
1,250
163
$104K 0.02%
360
164
$103K 0.02%
3,900
165
$102K 0.02%
708
-69
166
$101K 0.02%
657
+257
167
$98.8K 0.02%
818
168
$98.2K 0.02%
1,425
-775
169
$97.7K 0.02%
+500
170
$94.5K 0.02%
+1,000
171
$93.3K 0.01%
+500
172
$93.1K 0.01%
+2,000
173
$92.7K 0.01%
2,187
-19,626
174
$88K 0.01%
650
175
$87.1K 0.01%
475
5 6
7
8 9