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
$307M
AUM Growth
+$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$1.41M
3 +$1.37M
4
BFH icon
Bread Financial
BFH
+$1.01M
5
PFE icon
Pfizer
PFE
+$862K

Top Sells

1 +$1.82M
2 +$986K
3 +$820K
4
MCD icon
McDonald's
MCD
+$600K
5
ORCL icon
Oracle
ORCL
+$560K

Sector Composition

1 Healthcare 17.53%
2 Technology 16.98%
3 Consumer Discretionary 13.86%
4 Industrials 13.41%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
0
202
$48K 0.02%
+1,109
203
$46K 0.02%
+1,151
204
$46K 0.02%
2,000
205
$46K 0.02%
729
+389
206
$46K 0.02%
+217
207
$45K 0.01%
400
208
$45K 0.01%
360
209
$44K 0.01%
+339
210
$44K 0.01%
+2,400
211
$43K 0.01%
1,844
+835
212
$43K 0.01%
307
213
$42K 0.01%
+1,384
214
$42K 0.01%
+2,950
215
$42K 0.01%
+815
216
$42K 0.01%
800
217
$42K 0.01%
+382
218
$42K 0.01%
+672
219
$40K 0.01%
212
+77
220
$40K 0.01%
+727
221
$40K 0.01%
514
+14
222
$40K 0.01%
840
223
$40K 0.01%
+333
224
$40K 0.01%
1,082
225
$39K 0.01%
+300