ARIS

Advanced Research Investment Solutions Portfolio holdings

AUM $160M
1-Year Est. Return 5.55%
This Quarter Est. Return
1 Year Est. Return
+5.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$54.4M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$161K
3 +$102K
4
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$59K
5
NEM icon
Newmont
NEM
+$2.6K

Top Sells

1 +$9.31K

Sector Composition

1 Materials 3.55%
2 Technology 0.12%
3 Consumer Discretionary 0.07%
4 Communication Services 0.05%
5 Industrials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2K ﹤0.01%
+15
27
-206