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
$359M
AUM Growth
+$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$790K
3 +$566K
4
EMR icon
Emerson Electric
EMR
+$520K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$481K

Top Sells

1 +$2.19M
2 +$1.46M
3 +$1.44M
4
MCD icon
McDonald's
MCD
+$934K
5
MIDD icon
Middleby
MIDD
+$904K

Sector Composition

1 Technology 21.53%
2 Healthcare 14.16%
3 Industrials 11.74%
4 Consumer Discretionary 11.35%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$67K 0.02%
1,153
202
$66K 0.02%
979
203
$66K 0.02%
805
-325
204
$66K 0.02%
1,017
205
$64K 0.02%
465
206
$63K 0.02%
2,877
207
$62K 0.02%
896
208
$62K 0.02%
61,776
209
$61K 0.02%
316
210
$60K 0.02%
1,000
211
$60K 0.02%
1,050
212
$58K 0.02%
400
+200
213
$58K 0.02%
425
214
$58K 0.02%
2,000
215
$56K 0.02%
866
216
$56K 0.02%
804
217
$55K 0.02%
1,000
218
$53K 0.01%
3,000
219
$52K 0.01%
2,130
220
$52K 0.01%
1,632
221
$51K 0.01%
986
222
$51K 0.01%
258
223
$51K 0.01%
500
224
$51K 0.01%
1,182
225
$50K 0.01%
600