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
$649M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.48M
3
+$993K
4
CRWD icon
CrowdStrike
CRWD
+$912K
5
GFF icon
Griffon
GFF
+$787K

Top Sells

1
+$1.73M
2
+$1.73M
3
+$1.5M
4
BDX icon
Becton Dickinson
BDX
+$1.47M
5
ITW icon
Illinois Tool Works
ITW
+$1.45M

Sector Composition

1 Technology 41.88%
2 Healthcare 11.61%
3 Consumer Discretionary 8.96%
4 Financials 7.1%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$108K 0.02%
1,100
152
$105K 0.02%
445
-425
153
$103K 0.02%
500
154
$102K 0.02%
1,221
155
$102K 0.02%
442
156
$101K 0.02%
2,000
157
$101K 0.02%
1,472
158
$99.4K 0.02%
3,900
159
$93.6K 0.01%
250
160
$91.7K 0.01%
800
161
$91.4K 0.01%
475
162
$91.1K 0.01%
8,230
163
$87.8K 0.01%
415
164
$84.1K 0.01%
1,000
165
$83.6K 0.01%
856
166
$76.9K 0.01%
824
167
$76.7K 0.01%
3,980
-200
168
$73.8K 0.01%
568
169
$71.5K 0.01%
1,100
+350
170
$71.4K 0.01%
860
171
$70.9K 0.01%
506
172
$66.3K 0.01%
+175
173
$65.7K 0.01%
1,995
-7,405
174
$65.6K 0.01%
500
175
$62.9K 0.01%
250
-670
5 6
7
8 9