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
$86.4M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$1.53M
3
+$677K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$264K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$257K

Top Sells

1
+$3.25K

Sector Composition

1 Materials 1.77%
2 Technology 1.14%
3 Financials 0.24%
4 Communication Services 0.13%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$35K 0.04%
460
27
$35K 0.04%
160
28
$33K 0.04%
415
29
$30K 0.03%
163
30
$27K 0.03%
298
31
$25K 0.03%
160
32
$25K 0.03%
273
33
$23K 0.03%
95
34
$22K 0.03%
105
35
$19K 0.02%
303
36
$18K 0.02%
49
37
$16K 0.02%
107
38
$15K 0.02%
+144
39
$15K 0.02%
63
40
$15K 0.02%
77
41
$15K 0.02%
50
42
$13K 0.02%
341
43
$13K 0.02%
60
+45
44
$11K 0.01%
137
45
$11K 0.01%
40
46
$9K 0.01%
43
47
$8K 0.01%
80
48
$8K 0.01%
80
49
$8K 0.01%
35
50
$7K 0.01%
25
1
2
3