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
$608M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.83M
3
+$1.22M
4
META icon
Meta Platforms (Facebook)
META
+$1.13M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.08M

Top Sells

1
+$1.76M
2
+$1.75M
3
+$1.39M
4
TSCO icon
Tractor Supply
TSCO
+$1.17M
5
EL icon
Estee Lauder
EL
+$1.13M

Sector Composition

1 Technology 38.34%
2 Healthcare 13.73%
3 Consumer Discretionary 9.52%
4 Industrials 8.51%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$60.4K 0.01%
103
177
$56.5K 0.01%
1,000
178
$56.4K 0.01%
175
179
$56.2K 0.01%
650
180
$54K 0.01%
1,564
-500
181
$52.6K 0.01%
350
182
$52.5K 0.01%
626
183
$52.4K 0.01%
185
184
$52K 0.01%
100
185
$49.9K 0.01%
1,300
186
$48.8K 0.01%
+2,000
187
$48.5K 0.01%
+2,000
188
$41.1K 0.01%
675
189
$40.7K 0.01%
+1,000
190
$38.8K 0.01%
+1,000
191
$38.5K 0.01%
+11,300
192
$37.2K 0.01%
+1,000
193
$35K 0.01%
345
194
$32.7K 0.01%
280
195
$32K 0.01%
+3,000
196
$31.3K 0.01%
745
197
$30K ﹤0.01%
800
198
$29.2K ﹤0.01%
+2,000
199
$28K ﹤0.01%
+1,000
200
$27K ﹤0.01%
500
-1,050
6 7
8
9 10