AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$176K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.03M
3
+$2.1M
4
AFSI
AmTrust Financial Services, Inc.
AFSI
+$1.39M
5
PANW icon
Palo Alto Networks
PANW
+$653K

Top Sells

1
+$1.79M
2
+$1.55M
3
+$1.5M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.34M
5
VTRS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$42K 0.01%
+713
177
$42K 0.01%
500
+100
178
$42K 0.01%
+537
179
$41K 0.01%
+970
180
$39K 0.01%
+497
181
$39K 0.01%
+587
182
$38K 0.01%
+277
183
$36K 0.01%
+28
184
$36K 0.01%
500
185
$36K 0.01%
330
186
$35K 0.01%
+813
187
$35K 0.01%
+800
188
$34K 0.01%
717
189
$34K 0.01%
350
190
$33K 0.01%
+912
191
$33K 0.01%
320
192
– –
0
193
– –
0
194
$32K 0.01%
950
195
$32K 0.01%
+469
196
$30K 0.01%
+158
197
$29K 0.01%
+750
198
$29K 0.01%
200
199
$29K 0.01%
+684
200
$28K 0.01%
+407
6 7
8
9 10