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
$327M
AUM Growth
+$176K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.03M
3
+$2.1M
4
AFSI
AmTrust Financial Services, Inc.
AFSI
+$1.39M
5
PANW icon
Palo Alto Networks
PANW
+$653K

Top Sells

1
+$1.79M
2
+$1.55M
3
+$1.5M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.34M
5
VTRS icon
Viatris
VTRS
+$1.27M

Sector Composition

1 Technology 18.51%
2 Healthcare 16.21%
3 Consumer Discretionary 14.44%
4 Industrials 13.25%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 4.08%
222,698
-25,900
2
$9.43M 2.88%
82,440
-3,650
3
$9.41M 2.87%
90,035
-5,955
4
$8.88M 2.71%
54,962
+85
5
$8.37M 2.56%
163,215
-8,225
6
$8.13M 2.49%
87,771
-5,375
7
$7.95M 2.43%
147,005
-23,486
8
$7.66M 2.34%
260,820
+22,230
9
$7.63M 2.33%
451,545
-79,275
10
$7.56M 2.31%
287,376
-21,228
11
$7.43M 2.27%
77,002
-7,345
12
$7.42M 2.27%
79,781
-5,603
13
$7.39M 2.26%
83,930
-3,205
14
$7.18M 2.19%
122,480
+1,348
15
$6.7M 2.05%
193,829
-7,250
16
$6.63M 2.03%
41,508
-3,735
17
$6.61M 2.02%
109,830
-2,855
18
$5.79M 1.77%
48,084
-508
19
$5.68M 1.73%
52,213
-5,155
20
$5.6M 1.71%
135,985
+260
21
$5.21M 1.59%
59,566
-2,076
22
$5.21M 1.59%
34,629
-2,106
23
$4.58M 1.4%
48,731
+1,408
24
$4.56M 1.39%
85,040
-4,785
25
$4.42M 1.35%
40,985
+215
1
2 3 4 5