AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
1-Year Est. Return
22.79%
1 Year Est. Return
+22.79%
AUM
$625M
AUM Growth
+$72.7M
(+13%)
Holding
277
Top Buys
| 1 | +$10.2M | |
| 2 | +$2.14M | |
| 3 | +$2.08M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.69M |
| 5 |
Murphy USA
MUSA
|
+$1.56M |
Top Sells
| 1 | +$1.62M | |
| 2 | +$1.25M | |
| 3 | +$1.11M | |
| 4 |
Becton Dickinson
BDX
|
+$861K |
| 5 |
Suncor Energy
SU
|
+$847K |
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 | |
|---|---|---|---|---|---|---|
276
Loar Holdings
LOAR
$7.47B
| – | – |
-831
|
|
||
|
BECN
277
DELISTED
Beacon Roofing Supply, Inc.
BECN
| – | – |
-650
|
|