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
$608M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.83M
3
+$1.22M
4
META icon
Meta Platforms (Facebook)
META
+$1.13M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.08M

Top Sells

1
+$1.76M
2
+$1.75M
3
+$1.39M
4
TSCO icon
Tractor Supply
TSCO
+$1.17M
5
EL icon
Estee Lauder
EL
+$1.13M

Sector Composition

1 Technology 38.34%
2 Healthcare 13.73%
3 Consumer Discretionary 9.52%
4 Industrials 8.51%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$26K ﹤0.01%
+10,000
202
$25.5K ﹤0.01%
150
-1,000
203
$23.8K ﹤0.01%
800
204
$20.5K ﹤0.01%
410
205
$20.2K ﹤0.01%
189
206
$19.8K ﹤0.01%
330
207
$18.9K ﹤0.01%
240
-352
208
$18.8K ﹤0.01%
900
209
$16.8K ﹤0.01%
725
210
$16.6K ﹤0.01%
75
211
$16.5K ﹤0.01%
74
212
$15.4K ﹤0.01%
140
213
$14.8K ﹤0.01%
31
214
$14.1K ﹤0.01%
45
-480
215
$13.8K ﹤0.01%
300
216
$13.7K ﹤0.01%
300
217
$13.2K ﹤0.01%
100
218
$12.7K ﹤0.01%
150
219
$12.2K ﹤0.01%
70
220
$11.8K ﹤0.01%
460
221
$11.7K ﹤0.01%
+20
222
$11K ﹤0.01%
53
223
$10.9K ﹤0.01%
175
224
$9.88K ﹤0.01%
35
225
$9.75K ﹤0.01%
125
-2,042
7 8
9
10 11