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
$379M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.22M
3
+$817K
4
AMZN icon
Amazon
AMZN
+$673K
5
META icon
Meta Platforms (Facebook)
META
+$673K

Top Sells

1
+$1.42M
2
+$1.38M
3
+$1.25M
4
QCOM icon
Qualcomm
QCOM
+$1.03M
5
MIDD icon
Middleby
MIDD
+$875K

Sector Composition

1 Technology 21.96%
2 Healthcare 14.48%
3 Consumer Discretionary 11.99%
4 Industrials 11.33%
5 Financials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$65K 0.02%
316
202
$64K 0.02%
1,017
203
$63K 0.02%
1,625
204
$63K 0.02%
1,050
205
$62K 0.02%
1,000
206
$62K 0.02%
61,630
-146
207
$60K 0.02%
600
208
$58K 0.02%
400
209
$58K 0.02%
239
210
$57K 0.02%
1,018
211
$56K 0.01%
428
212
$55K 0.01%
1,000
213
$55K 0.01%
365
214
$55K 0.01%
7,880
215
$54K 0.01%
2,130
216
$53K 0.01%
3,000
217
$53K 0.01%
986
218
$51K 0.01%
851
219
$51K 0.01%
1,000
220
$51K 0.01%
+2,663
221
$51K 0.01%
500
222
$51K 0.01%
1,182
223
$50K 0.01%
448
224
$50K 0.01%
2,877
225
$50K 0.01%
1,632
7 8
9
10 11