AIM

Arcadia Investment Management Portfolio holdings

AUM $616M
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$565M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.39M
3
+$2.22M
4
WSO icon
Watsco Inc
WSO
+$1.62M
5
PSTG icon
Everpure, Inc.
PSTG
+$1.61M

Top Sells

1
+$1.56M
2
+$1.42M
3
+$1.18M
4
AVGO icon
Broadcom
AVGO
+$1.17M
5
TSCO icon
Tractor Supply
TSCO
+$1.04M

Sector Composition

1 Technology 36.21%
2 Healthcare 13.53%
3 Consumer Discretionary 10.22%
4 Industrials 8.96%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$72.4K 0.01%
2,000
177
$72.2K 0.01%
620
-102
178
$71.1K 0.01%
415
-35
179
$69.2K 0.01%
400
180
$68K 0.01%
821
-539
181
$67.7K 0.01%
1,561
182
$66.5K 0.01%
2,682
-32
183
$66.4K 0.01%
506
184
$65.5K 0.01%
1,851
+1,085
185
$63.7K 0.01%
650
186
$62.5K 0.01%
1,047
187
$60.5K 0.01%
246
188
$59.7K 0.01%
820
-88
189
$58.8K 0.01%
1,119
190
$58.5K 0.01%
1,875
191
$58K 0.01%
1,000
192
$57.1K 0.01%
568
193
$56.7K 0.01%
650
194
$56.3K 0.01%
1,403
195
$55.6K 0.01%
100
196
$54.8K 0.01%
297
-1
197
$54.1K 0.01%
192
-127
198
$53.9K 0.01%
689
-3
199
$53.5K 0.01%
350
200
$52.3K 0.01%
500
6 7
8
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