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
$359M
AUM Growth
+$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$790K
3 +$566K
4
EMR icon
Emerson Electric
EMR
+$520K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$481K

Top Sells

1 +$2.19M
2 +$1.46M
3 +$1.44M
4
MCD icon
McDonald's
MCD
+$934K
5
MIDD icon
Middleby
MIDD
+$904K

Sector Composition

1 Technology 21.53%
2 Healthcare 14.16%
3 Industrials 11.74%
4 Consumer Discretionary 11.35%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$80K 0.02%
1,601
177
$79K 0.02%
7,000
178
$79K 0.02%
258
179
$78K 0.02%
1,000
180
$77K 0.02%
392
181
$77K 0.02%
900
182
$76K 0.02%
410
183
$76K 0.02%
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184
$75K 0.02%
1,625
185
$75K 0.02%
405
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186
$75K 0.02%
708
187
$74K 0.02%
600
188
$74K 0.02%
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189
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190
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$73K 0.02%
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$73K 0.02%
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193
$72K 0.02%
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194
$72K 0.02%
915
195
$71K 0.02%
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196
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500
198
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865
199
$69K 0.02%
987
200
$69K 0.02%
3,185