AIM
Arcadia Investment Management Portfolio holdings
AUM
$625M
This Quarter Return
+15.13%
1 Year Return
+22.79%
3 Year Return
+103.01%
5 Year Return
+165.12%
10 Year Return
+401.12%
AUM
$625M
AUM Growth
+$625M
(+13%)
Cap. Flow
+$26M
Cap. Flow
% of AUM
4.16%
Top 10 Holdings %
Top 10 Hldgs %
41.15%
Holding
277
New
7
Increased
41
Reduced
67
Closed
23
Top Buys
| 1 |
O'Reilly Automotive
ORLY
|
$13.2M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$10.2M |
| 3 |
Eli Lilly
LLY
|
$2.14M |
| 4 |
AES
AES
|
$2.08M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.69M |
Top Sells
| 1 |
Trane Technologies
TT
|
$1.62M |
| 2 |
Global Payments
GPN
|
$1.11M |
| 3 |
Becton Dickinson
BDX
|
$861K |
| 4 |
Suncor Energy
SU
|
$847K |
| 5 |
Air Products & Chemicals
APD
|
$753K |
Sector Composition
| 1 | Technology | 40.63% |
| 2 | Healthcare | 12.22% |
| 3 | Consumer Discretionary | 9.17% |
| 4 | Financials | 7.65% |
| 5 | Industrials | 7.4% |
