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
$379M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.22M
3
+$817K
4
AMZN icon
Amazon
AMZN
+$673K
5
META icon
Meta Platforms (Facebook)
META
+$673K

Top Sells

1
+$1.42M
2
+$1.38M
3
+$1.25M
4
QCOM icon
Qualcomm
QCOM
+$1.03M
5
MIDD icon
Middleby
MIDD
+$875K

Sector Composition

1 Technology 21.96%
2 Healthcare 14.48%
3 Consumer Discretionary 11.99%
4 Industrials 11.33%
5 Financials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$81K 0.02%
499
177
$80K 0.02%
7,000
178
$80K 0.02%
2,250
-3,550
179
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800
180
$79K 0.02%
506
181
$78K 0.02%
750
182
$78K 0.02%
480
183
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1,153
184
$77K 0.02%
708
185
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186
$76K 0.02%
500
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187
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188
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189
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191
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192
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193
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194
$70K 0.02%
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195
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196
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197
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410
198
$68K 0.02%
866
199
$65K 0.02%
425
200
$65K 0.02%
805
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