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 | |
|---|---|---|---|---|---|---|
26
ASML
ASML
$400B
| $8.2M | 1.31% |
10,227
+504
|
|
||
27
Watsco Inc
WSO
$15B
| $7.79M | 1.25% |
17,638
-250
|
|
||
28
CrowdStrike
CRWD
$122B
| $7.66M | 1.23% |
15,042
+2,577
|
|
||
29
Air Products & Chemicals
APD
$56.4B
| $7.58M | 1.21% |
26,876
-2,669
|
|
||
30
American Express
AXP
$239B
| $7.56M | 1.21% |
23,694
-405
|
|
||
31
Intuit
INTU
$184B
| $6.61M | 1.06% |
8,397
|
|
||
32
Ecolab
ECL
$78.5B
| $5.76M | 0.92% |
21,370
-1,400
|
|
||
33
Eli Lilly
LLY
$720B
| $5.47M | 0.88% |
7,023
+2,740
|
|
||
34
Tractor Supply
TSCO
$29.3B
| $5.32M | 0.85% |
100,895
-1,955
|
|
||
35
Home Depot
HD
$390B
| $5.21M | 0.83% |
14,209
-647
|
|
||
36
CBRE Group
CBRE
$46.8B
| $4.95M | 0.79% |
35,296
|
|
||
37
Oracle
ORCL
$830B
| $4.31M | 0.69% |
19,710
-450
|
|
||
|
38
Meta Platforms (Facebook)
META
$1.8T
| $4.24M | 0.68% |
5,739
+2,290
|
|
||
39
Walmart
WMT
$859B
| $4.23M | 0.68% |
43,305
-1,255
|
|
||
|
40
Becton Dickinson
BDX
$54.2B
| $4.14M | 0.66% |
24,014
-4,997
|
|
||
41
Automatic Data Processing
ADP
$114B
| $4.11M | 0.66% |
13,332
|
|
||
42
Pure Storage
PSTG
$30.2B
| $3.89M | 0.62% |
67,565
+12,405
|
|
||
43
United Rentals
URI
$63.1B
| $3.56M | 0.57% |
4,722
|
|
||
44
iShares MSCI EAFE ETF
EFA
$68.2B
| $3.47M | 0.55% |
38,817
+510
|
|
||
45
Fastenal
FAST
$48.7B
| $3.43M | 0.55% |
81,606
-29,828
|
|
||
46
Phreesia
PHR
$1.34B
| $3.23M | 0.52% |
113,470
+20,700
|
|
||
47
Ingersoll Rand
IR
$30.7B
| $3.23M | 0.52% |
38,813
+58
|
|
||
48
Digital Realty Trust
DLR
$58.9B
| $3.11M | 0.5% |
17,818
+2,600
|
|
||
49
Griffon
GFF
$3.47B
| $3.09M | 0.49% |
42,701
+12,890
|
|
||
50
iShares Core S&P 500 ETF
IVV
$660B
| $3.08M | 0.49% |
4,966
|
|