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
$111M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.33M
3
+$2.06M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.99M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.98M

Top Sells

1
+$10.2K

Sector Composition

1 Materials 1.44%
2 Technology 1.01%
3 Financials 0.21%
4 Communication Services 0.14%
5 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$86K 0.08%
614
27
$80K 0.07%
230
28
$74K 0.07%
448
29
$39K 0.04%
415
30
$38K 0.03%
160
31
$37K 0.03%
317
32
$36K 0.03%
460
33
$29K 0.03%
163
34
$28K 0.03%
160
35
$27K 0.02%
298
36
$26K 0.02%
95
37
$26K 0.02%
+50
38
$25K 0.02%
273
39
$25K 0.02%
+987
40
$24K 0.02%
105
41
$20K 0.02%
49
42
$17K 0.02%
303
43
$17K 0.02%
107
44
$17K 0.02%
63
45
$17K 0.02%
50
46
$15K 0.01%
341
47
$15K 0.01%
77
48
$15K 0.01%
145
+1
49
$14K 0.01%
60
50
$12K 0.01%
40
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2
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