AIM

Arcadia Investment Management Portfolio holdings

AUM $584M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$861K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$855K
3
+$786K
4
PYPL icon
PayPal
PYPL
+$609K
5
AMGN icon
Amgen
AMGN
+$454K

Top Sells

1
+$1.79M
2
+$1.09M
3
+$822K
4
NFLX icon
Netflix
NFLX
+$605K
5
RVTY icon
Revvity
RVTY
+$408K

Sector Composition

1 Technology 22.7%
2 Healthcare 15.1%
3 Consumer Discretionary 12.74%
4 Industrials 10.34%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$67K 0.02%
7,000
177
$64K 0.02%
851
178
$63K 0.02%
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181
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182
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183
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186
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188
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189
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