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
1
$32.4M 5.33%
187,835
-10,135
2
$27.9M 4.59%
119,862
+1,350
3
$26M 4.28%
60,451
-776
4
$25.3M 4.16%
69,964
-357
5
$24.4M 4%
142,530
-10,294
6
$23.6M 3.88%
194,103
-2,032
7
$23.4M 3.85%
26,427
-967
8
$19.9M 3.28%
21,548
-134
9
$19.9M 3.27%
32,160
-594
10
$18M 2.96%
50,987
-1,243
11
$16M 2.63%
96,455
-911
12
$15.2M 2.5%
94,567
-2,337
13
$15.2M 2.5%
55,228
-2,901
14
$13.9M 2.29%
74,860
-1,733
15
$13.8M 2.28%
180,390
-90
16
$13.2M 2.17%
135,623
-215
17
$11.9M 1.96%
56,926
-2,522
18
$11.9M 1.96%
13,323
-124
19
$10.3M 1.69%
19,867
-33
20
$10.2M 1.68%
38,978
-2,461
21
$10.1M 1.65%
16,205
-1,562
22
$9.89M 1.63%
267,825
-9,855
23
$9.42M 1.55%
24,234
-17
24
$9.39M 1.54%
19,097
-780
25
$9.23M 1.52%
10,435
-54
1
2 3 4 5