AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
1-Year Return
22.79%
This Quarter Return
+3.25%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$315M
AUM Growth
-$1.4M
(-0.44%)
Cap. Flow
-$10M
Cap. Flow
% of AUM
-3.19%
Top 10 Holdings %
Top 10 Hldgs %
26.89%
Holding
480
New
50
Increased
56
Reduced
116
Closed
115
Top Buys
| 1 |
Monolithic Power Systems
MPWR
|
$2.36M |
| 2 |
Home Depot
HD
|
$2.05M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.63M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.58M |
| 5 |
Broadcom
AVGO
|
$1.51M |
Top Sells
| 1 |
VF Corp
VFC
|
$1.36M |
| 2 |
United Natural Foods
UNFI
|
$1.33M |
| 3 |
Oracle
ORCL
|
$1.3M |
| 4 |
KNGT
KNIGHT TRANSPORTATION INC
KNGT
|
$1.04M |
| 5 |
CBRE Group
CBRE
|
$1.01M |
Sector Composition
| 1 | Technology | 19.69% |
| 2 | Healthcare | 14.37% |
| 3 | Industrials | 12.71% |
| 4 | Consumer Discretionary | 12.45% |
| 5 | Financials | 8.32% |
