AIM

Arcadia Investment Management Portfolio holdings

AUM $584M
1-Year Est. Return 21.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
+$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.13M
3
+$2.12M
4
MUSA icon
Murphy USA
MUSA
+$1.74M
5
META icon
Meta Platforms (Facebook)
META
+$1.42M

Top Sells

1
+$1.46M
2
+$1.21M
3
+$1.1M
4
BDX icon
Becton Dickinson
BDX
+$916K
5
SU icon
Suncor Energy
SU
+$817K

Sector Composition

1 Technology 40.63%
2 Healthcare 12.22%
3 Consumer Discretionary 9.17%
4 Financials 7.65%
5 Industrials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$23.8K ﹤0.01%
70
202
$22.7K ﹤0.01%
6,300
-9,000
203
$22.1K ﹤0.01%
75
204
$21.6K ﹤0.01%
210
205
$20.9K ﹤0.01%
39
-195
206
$19.8K ﹤0.01%
900
207
$19.7K ﹤0.01%
330
208
$19K ﹤0.01%
189
209
$16.6K ﹤0.01%
182
210
$16.2K ﹤0.01%
495
-495
211
$15.7K ﹤0.01%
200
-40
212
$15.2K ﹤0.01%
725
213
$15.2K ﹤0.01%
3,350
-500
214
$15K ﹤0.01%
100
215
$14.5K ﹤0.01%
31
216
$14.5K ﹤0.01%
300
217
$14.5K ﹤0.01%
500
218
$13.8K ﹤0.01%
70
219
$13.3K ﹤0.01%
175
220
$12.7K ﹤0.01%
300
221
$12.3K ﹤0.01%
56
222
$11.2K ﹤0.01%
40
-75
223
$11.1K ﹤0.01%
550
224
$9.96K ﹤0.01%
140
225
$9.86K ﹤0.01%
70
7 8
9
10 11