AIM
Arcadia Investment Management Portfolio holdings
AUM
$616M
1-Year Est. Return
20.41%
This Fund
S&P 500
1 Year Est. Return
+20.41%
AUM
$649M
AUM Growth
+$23.3M
(+3.7%)
Holding
267
Top Buys
| 1 | +$1.77M | |
| 2 | +$1.48M | |
| 3 | +$993K | |
| 4 |
CrowdStrike
CRWD
|
+$912K |
| 5 |
Griffon
GFF
|
+$787K |
Top Sells
| 1 | +$1.73M | |
| 2 | +$1.73M | |
| 3 | +$1.5M | |
| 4 |
Becton Dickinson
BDX
|
+$1.47M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
251
iShares Global Clean Energy ETF
ICLN
$2.1B
| $774 | ﹤0.01% |
50
|
|
||
252
Palantir
PLTR
$368B
| $730 | ﹤0.01% |
4
|
|
||
253
Invesco QQQ Trust
QQQ
$401B
| $601 | ﹤0.01% |
+1
|
|
||
254
Embecta
EMBC
$570M
| $565 | ﹤0.01% |
40
|
|
||
255
iShares Semiconductor ETF
SOXX
$21.7B
| $543 | ﹤0.01% |
2
|
|
||
|
ACB
256
Aurora Cannabis
ACB
$208M
| $24 | ﹤0.01% |
4
|
|
||
257
Adams Diversified Equity Fund
ADX
$2.85B
| – | – |
-1
|
|
||
258
Boeing
BA
$178B
| – | – |
-950
|
|
||
259
State Street SPDR S&P International Dividend ETF
DWX
$512M
| – | – |
-1,400
|
|
||
260
Diamondback Energy
FANG
$49.6B
| – | – |
-400
|
|
||
261
Gilead Sciences
GILD
$184B
| – | – |
-2,000
|
|
||
262
Lam Research
LRCX
$279B
| – | – |
-80
|
|
||
263
lululemon athletica
LULU
$20.3B
| – | – |
-800
|
|
||
264
Old Dominion Freight Line
ODFL
$45B
| – | – |
-1,000
|
|
||
265
Trimble
TRMB
$16.6B
| – | – |
-175
|
|
||
266
Vanguard Health Care ETF
VHT
$17.5B
| – | – |
-35
|
|
||
267
Valmont Industries
VMI
$8.73B
| – | – |
-1,003
|
|