AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
This Quarter Return
-3.76%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$413M
AUM Growth
+$413M
(-7.9%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
2.5%
Top 10 Holdings %
Top 10 Hldgs %
32.84%
Holding
290
New
1
Increased
40
Reduced
94
Closed
9
Top Buys
| 1 |
Palo Alto Networks
PANW
|
$9.35M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$8.34M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$4.46M |
| 4 |
Nasdaq
NDAQ
|
$1.64M |
| 5 |
PepsiCo
PEP
|
$1.2M |
Top Sells
Sector Composition
| 1 | Technology | 27.37% |
| 2 | Healthcare | 16.69% |
| 3 | Consumer Discretionary | 10.11% |
| 4 | Industrials | 7.96% |
| 5 | Financials | 7.8% |
