AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
This Quarter Return
+8.37%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$532M
AUM Growth
+$532M
(+6.5%)
Cap. Flow
-$6.69M
Cap. Flow
% of AUM
-1.26%
Top 10 Holdings %
Top 10 Hldgs %
30.33%
Holding
318
New
36
Increased
70
Reduced
81
Closed
25
Top Buys
Top Sells
| 1 |
Adobe
ADBE
|
$1.91M |
| 2 |
Apple
AAPL
|
$1.01M |
| 3 |
Thermo Fisher Scientific
TMO
|
$829K |
| 4 |
Broadcom
AVGO
|
$735K |
| 5 |
Intercontinental Exchange
ICE
|
$679K |
Sector Composition
| 1 | Technology | 25.91% |
| 2 | Healthcare | 16.2% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Financials | 8.82% |
| 5 | Industrials | 8.76% |
