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
$307M
AUM Growth
+$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$1.41M
3 +$1.37M
4
BFH icon
Bread Financial
BFH
+$1.01M
5
PFE icon
Pfizer
PFE
+$862K

Top Sells

1 +$1.82M
2 +$986K
3 +$820K
4
MCD icon
McDonald's
MCD
+$600K
5
ORCL icon
Oracle
ORCL
+$560K

Sector Composition

1 Healthcare 17.53%
2 Technology 16.98%
3 Consumer Discretionary 13.86%
4 Industrials 13.41%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$63K 0.02%
+1,150
177
$63K 0.02%
828
+181
178
$63K 0.02%
+3,800
179
$62K 0.02%
882
180
$62K 0.02%
+786
181
$61K 0.02%
+3,250
182
$60K 0.02%
960
183
$59K 0.02%
703
184
$58K 0.02%
+1,000
185
$56K 0.02%
700
186
$56K 0.02%
2,216
-5,000
187
$54K 0.02%
1,560
188
$54K 0.02%
+602
189
$53K 0.02%
987
190
$53K 0.02%
+347
191
$52K 0.02%
+358
192
$52K 0.02%
+1,307
193
$52K 0.02%
+3,850
194
$52K 0.02%
+2,839
195
$50K 0.02%
+4,105
196
$50K 0.02%
970
197
$50K 0.02%
+675
198
$50K 0.02%
620
199
$50K 0.02%
590
200
$48K 0.02%
+3,967