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
$649M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.48M
3
+$993K
4
CRWD icon
CrowdStrike
CRWD
+$912K
5
GFF icon
Griffon
GFF
+$787K

Top Sells

1
+$1.73M
2
+$1.73M
3
+$1.5M
4
BDX icon
Becton Dickinson
BDX
+$1.47M
5
ITW icon
Illinois Tool Works
ITW
+$1.45M

Sector Composition

1 Technology 41.88%
2 Healthcare 11.61%
3 Consumer Discretionary 8.96%
4 Financials 7.1%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$24.3K ﹤0.01%
800
202
$22.6K ﹤0.01%
330
203
$22.3K ﹤0.01%
114
+106
204
$21.7K ﹤0.01%
550
205
$21.7K ﹤0.01%
210
206
$19.5K ﹤0.01%
189
207
$19.4K ﹤0.01%
3,350
208
$18.4K ﹤0.01%
900
209
$17.6K ﹤0.01%
495
210
$17.4K ﹤0.01%
182
211
$16.5K ﹤0.01%
100
212
$16K ﹤0.01%
300
213
$15.8K ﹤0.01%
725
214
$15.8K ﹤0.01%
340
+325
215
$15.6K ﹤0.01%
70
216
$15.5K ﹤0.01%
55
-20
217
$14.7K ﹤0.01%
31
218
$14.1K ﹤0.01%
500
219
$13.2K ﹤0.01%
300
220
$12.2K ﹤0.01%
155
-45
221
$11.3K ﹤0.01%
40
222
$11.2K ﹤0.01%
56
223
$11.1K ﹤0.01%
70
224
$11K ﹤0.01%
550
225
$10.9K ﹤0.01%
2,700
-3,600
7 8
9
10 11