AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
This Quarter Return
+10.35%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$565M
AUM Growth
+$565M
(+8%)
Cap. Flow
+$4.05M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
37.22%
Holding
341
New
23
Increased
55
Reduced
104
Closed
29
Top Buys
| 1 |
Texas Pacific Land
TPL
|
$3.71M |
| 2 |
Mobileye
MBLY
|
$3.17M |
| 3 |
Air Products & Chemicals
APD
|
$2.36M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$2.22M |
| 5 |
Pure Storage
PSTG
|
$1.88M |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$1.66M |
| 2 |
PepsiCo
PEP
|
$1.48M |
| 3 |
Trane Technologies
TT
|
$1.3M |
| 4 |
Broadcom
AVGO
|
$1.25M |
| 5 |
Tractor Supply
TSCO
|
$1.13M |
Sector Composition
| 1 | Technology | 36.21% |
| 2 | Healthcare | 13.53% |
| 3 | Consumer Discretionary | 10.22% |
| 4 | Industrials | 8.97% |
| 5 | Financials | 6.84% |
