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
$565M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1 +$3.17M
2 +$2.36M
3 +$2.22M
4
PSTG icon
Pure Storage
PSTG
+$1.88M
5
WSO icon
Watsco Inc
WSO
+$1.75M

Top Sells

1 +$1.66M
2 +$1.48M
3 +$1.3M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
TPL icon
Texas Pacific Land
TPL
+$1.15M

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