AIM

Arcadia Investment Management Portfolio holdings

AUM $649M
1-Year Est. Return 24.19%
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$176K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.03M
3
+$2.1M
4
AFSI
AmTrust Financial Services, Inc.
AFSI
+$1.39M
5
PANW icon
Palo Alto Networks
PANW
+$653K

Top Sells

1
+$1.79M
2
+$1.55M
3
+$1.5M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.34M
5
VTRS icon
Viatris
VTRS
+$1.27M

Sector Composition

1 Technology 18.51%
2 Healthcare 16.21%
3 Consumer Discretionary 14.44%
4 Industrials 13.25%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$27K 0.01%
+320
202
$27K 0.01%
307
203
$27K 0.01%
+135
204
$27K 0.01%
+85
205
$26K 0.01%
+590
206
$26K 0.01%
+510
207
$25K 0.01%
+912
208
$25K 0.01%
+930
209
$24K 0.01%
+191
210
$23K 0.01%
+804
211
$23K 0.01%
540
212
$23K 0.01%
+410
213
$23K 0.01%
+961
214
$22K 0.01%
+653
215
$22K 0.01%
618
216
$21K 0.01%
+218
217
$21K 0.01%
+300
218
– –
0
219
$20K 0.01%
+355
220
$20K 0.01%
175
221
$20K 0.01%
+160
222
$20K 0.01%
+503
223
$19K 0.01%
200
224
$19K 0.01%
+569
225
$19K 0.01%
+413
7 8
9
10 11