AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
1-Year Return
22.79%
This Quarter Return
+5.85%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$327M
AUM Growth
+$176K
(+0.05%)
Cap. Flow
-$13.5M
Cap. Flow
% of AUM
-4.12%
Top 10 Holdings %
Top 10 Hldgs %
27%
Holding
296
New
95
Increased
46
Reduced
69
Closed
8
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.51M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$3.03M |
| 3 |
Danaher
DHR
|
$2.1M |
| 4 |
AFSI
AmTrust Financial Services, Inc.
AFSI
|
$1.39M |
| 5 |
Palo Alto Networks
PANW
|
$653K |
Top Sells
| 1 |
American Express
AXP
|
$1.79M |
| 2 |
Starbucks
SBUX
|
$1.55M |
| 3 |
Clean Harbors
CLH
|
$1.5M |
| 4 |
O'Reilly Automotive
ORLY
|
$1.34M |
| 5 |
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% |
