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
$565M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.36M
3
+$2.22M
4
PSTG icon
Pure Storage
PSTG
+$1.88M
5
WSO icon
Watsco Inc
WSO
+$1.75M

Top Sells

1
+$1.66M
2
+$1.48M
3
+$1.3M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
TPL icon
Texas Pacific Land
TPL
+$1.15M

Sector Composition

1 Technology 36.21%
2 Healthcare 13.53%
3 Consumer Discretionary 10.22%
4 Industrials 8.96%
5 Financials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$51.9K 0.01%
100
202
$49.8K 0.01%
325
-2
203
$49.8K 0.01%
175
-1,601
204
$49.5K 0.01%
427
+79
205
$49.2K 0.01%
538
+174
206
$48.8K 0.01%
3,544
-691
207
$48.1K 0.01%
185
+169
208
$45.7K 0.01%
1,300
209
$45.4K 0.01%
30
-10
210
$42.9K 0.01%
626
211
$42.7K 0.01%
1,344
+271
212
$40.8K 0.01%
745
213
$40.8K 0.01%
101
+29
214
$36.7K 0.01%
70
215
$35.6K 0.01%
750
-12,565
216
$34.3K 0.01%
345
217
$34.3K 0.01%
898
-2
218
$34K 0.01%
+128
219
$34K 0.01%
2,075
-577
220
$32.3K 0.01%
315
221
$30.9K 0.01%
280
222
$30.8K 0.01%
750
223
$30.3K 0.01%
264
-47
224
$30.3K 0.01%
141
225
$30.1K 0.01%
122
-32
7 8
9
10 11