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
$625M
AUM Growth
+$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$2.14M
3 +$2.08M
4
META icon
Meta Platforms (Facebook)
META
+$1.69M
5
MUSA icon
Murphy USA
MUSA
+$1.56M

Top Sells

1 +$1.62M
2 +$1.25M
3 +$1.11M
4
BDX icon
Becton Dickinson
BDX
+$861K
5
SU icon
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
LOAR icon
276
Loar Holdings
LOAR
$7.47B
-831
BECN
277
DELISTED
Beacon Roofing Supply, Inc.
BECN
-650