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
$626M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.27M
3
+$1.47M
4
ADBE icon
Adobe
ADBE
+$1.04M
5
CRWD icon
CrowdStrike
CRWD
+$963K

Top Sells

1
+$1.73M
2
+$1.07M
3
+$992K
4
MDLZ icon
Mondelez International
MDLZ
+$962K
5
SBUX icon
Starbucks
SBUX
+$908K

Sector Composition

1 Technology 39.94%
2 Healthcare 13.11%
3 Consumer Discretionary 9.29%
4 Industrials 8.08%
5 Financials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$86.4K 0.01%
+2,429
177
$85.8K 0.01%
1,221
+221
178
$85.7K 0.01%
+1,275
179
$85K 0.01%
10,287
-87,598
180
$84.9K 0.01%
+2,000
181
$84K 0.01%
568
182
$83.2K 0.01%
8,230
183
$83K 0.01%
250
184
$79.1K 0.01%
+3,075
185
$77.1K 0.01%
400
186
$76.5K 0.01%
856
+230
187
$75.7K 0.01%
1,200
188
$75.2K 0.01%
800
189
$75.1K 0.01%
415
190
$74.5K 0.01%
+442
191
$72K 0.01%
+1,155
192
$71.8K 0.01%
+216
193
$70.9K 0.01%
1,336
+836
194
$70.6K 0.01%
+419
195
$70.5K 0.01%
1,000
196
$69.5K 0.01%
+1,000
197
$68.9K 0.01%
2,000
198
$67.8K 0.01%
+471
199
$66.9K 0.01%
15,300
-19,450
200
$66.8K 0.01%
506
6 7
8
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