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
$523M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1 +$1.17M
2 +$984K
3 +$907K
4
GPN icon
Global Payments
GPN
+$878K
5
SU icon
Suncor Energy
SU
+$654K

Top Sells

1 +$3.63M
2 +$793K
3 +$617K
4
AVGO icon
Broadcom
AVGO
+$575K
5
DLR icon
Digital Realty Trust
DLR
+$517K

Sector Composition

1 Technology 36.79%
2 Healthcare 13%
3 Consumer Discretionary 9.32%
4 Industrials 8.8%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$60.4K 0.01%
246
202
$60.2K 0.01%
250
203
$59.1K 0.01%
1,875
204
$57.8K 0.01%
298
-158
205
$56.6K 0.01%
650
206
$56K 0.01%
400
207
$55.7K 0.01%
2,652
208
$51.4K 0.01%
414
209
$49.2K 0.01%
1,000
-225
210
$49.2K 0.01%
650
-800
211
$49K 0.01%
350
212
$48.6K 0.01%
1,119
+738
213
$48.1K 0.01%
1,403
+459
214
$47.7K 0.01%
692
+44
215
$47.2K 0.01%
100
216
$47.1K 0.01%
568
217
$46.2K 0.01%
1,300
-389
218
$46.1K 0.01%
100
219
$45.3K 0.01%
500
220
$41.2K 0.01%
327
+100
221
$39.6K 0.01%
672
+7
222
$38.8K 0.01%
745
223
$38.6K 0.01%
725
-625
224
$36.2K 0.01%
626
225
$35.6K 0.01%
452
+144