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 | |
|---|---|---|---|---|---|---|
51
Texas Pacific Land
TPL
$21.6B
| $2.82M | 0.45% |
2,672
+40
|
|
||
|
52
Murphy USA
MUSA
$7.47B
| $2.56M | 0.41% |
6,305
+3,828
|
|
||
53
Mondelez International
MDLZ
$80.8B
| $2.43M | 0.39% |
35,973
-6,640
|
|
||
54
Essential Utilities
WTRG
$11.6B
| $2.31M | 0.37% |
62,200
-952
|
|
||
55
AES
AES
$10.4B
| $2.22M | 0.36% |
211,455
+197,855
|
|
||
56
Aaon
AAON
$7.93B
| $2.05M | 0.33% |
27,825
+13,087
|
|
||
57
DexCom
DXCM
$26.1B
| $1.79M | 0.29% |
20,470
+5,365
|
|
||
58
Estee Lauder
EL
$36.3B
| $1.68M | 0.27% |
20,832
+3,054
|
|
||
59
NextEra Energy
NEE
$174B
| $1.67M | 0.27% |
24,058
+4,495
|
|
||
60
McGrath RentCorp
MGRC
$2.93B
| $1.64M | 0.26% |
14,152
+555
|
|
||
61
Danaher
DHR
$150B
| $1.57M | 0.25% |
7,956
-3,300
|
|
||
62
Mobileye
MBLY
$11.4B
| $1.45M | 0.23% |
80,486
+5,450
|
|
||
63
Zoetis
ZTS
$63.8B
| $1.27M | 0.2% |
8,134
-328
|
|
||
64
iShares Russell 2000 ETF
IWM
$69.9B
| $1.22M | 0.2% |
5,656
-25
|
|
||
65
Intuitive Surgical
ISRG
$160B
| $1.2M | 0.19% |
2,200
|
|
||
66
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $1.17M | 0.19% |
8,425
+75
|
|
||
67
Quanta Services
PWR
$64.6B
| $1.14M | 0.18% |
3,005
+618
|
|
||
68
Bristol-Myers Squibb
BMY
$88.8B
| $1.11M | 0.18% |
23,939
-887
|
|
||
69
Netflix
NFLX
$510B
| $1.09M | 0.17% |
814
-10
|
|
||
70
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| $1.03M | 0.16% |
20,821
-33
|
|
||
71
Shopify
SHOP
$205B
| $1.03M | 0.16% |
8,910
|
|
||
72
AbbVie
ABBV
$406B
| $932K | 0.15% |
5,020
-285
|
|
||
73
Knife River
KNF
$3.68B
| $907K | 0.15% |
11,111
-292
|
|
||
74
Nutanix
NTNX
$18.2B
| $895K | 0.14% |
11,715
+3,565
|
|
||
75
S&P Global
SPGI
$144B
| $886K | 0.14% |
1,680
|
|