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
$649M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.48M
3
+$993K
4
CRWD icon
CrowdStrike
CRWD
+$912K
5
GFF icon
Griffon
GFF
+$787K

Top Sells

1
+$1.73M
2
+$1.73M
3
+$1.5M
4
BDX icon
Becton Dickinson
BDX
+$1.47M
5
ITW icon
Illinois Tool Works
ITW
+$1.45M

Sector Composition

1 Technology 41.88%
2 Healthcare 11.61%
3 Consumer Discretionary 8.96%
4 Financials 7.1%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$61.7K 0.01%
1,875
177
$60.7K 0.01%
185
178
$59.7K 0.01%
1,141
179
$59.5K 0.01%
650
180
$58.3K 0.01%
1,300
181
$56K 0.01%
175
-60
182
$54.8K 0.01%
700
-525
183
$49.3K 0.01%
100
184
$48.3K 0.01%
453
185
$45.8K 0.01%
103
186
$44.3K 0.01%
650
187
$42K 0.01%
500
-1,500
188
$40.4K 0.01%
171
189
$37.1K 0.01%
2,057
190
$33.2K 0.01%
250
191
$32.3K 0.01%
100
192
$30.3K ﹤0.01%
132
193
$29.4K ﹤0.01%
247
194
$27.2K ﹤0.01%
211
-285
195
$27K ﹤0.01%
350
196
$25.6K ﹤0.01%
70
197
$25.3K ﹤0.01%
267
198
$25.3K ﹤0.01%
334
199
$25.3K ﹤0.01%
4,876
-1,961
200
$24.9K ﹤0.01%
39
6 7
8
9 10