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
$180M
AUM Growth
-$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$845K
3
+$562K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$543K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$309K

Top Sells

1
+$17.5M
2
+$3.43M
3
+$2.35M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$907K
5
AMZN icon
Amazon
AMZN
+$448K

Sector Composition

1 Technology 0.86%
2 Consumer Discretionary 0.3%
3 Communication Services 0.25%
4 Financials 0.17%
5 Healthcare 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$173K 0.1%
+1,912
27
$168K 0.09%
1,540
-960
28
$167K 0.09%
+3,857
29
$151K 0.08%
1,380
-1,680
30
$128K 0.07%
1,008
-1,371
31
$113K 0.06%
10,109
-12,636
32
$106K 0.06%
830
-784
33
$105K 0.06%
1,647
+14
34
$96K 0.05%
350
35
$92K 0.05%
1,506
-176
36
$90K 0.05%
175
-309
37
$87K 0.05%
+7,048
38
$83K 0.05%
587
39
$83K 0.05%
424
40
$81K 0.05%
502
+355
41
$78K 0.04%
2,488
-2,879
42
$77K 0.04%
2,500
43
$74K 0.04%
4,111
44
$58K 0.03%
330
-110
45
$48K 0.03%
473
-625
46
$46K 0.03%
524
-701
47
$44K 0.02%
1,234
48
$42K 0.02%
1,467
49
$41K 0.02%
159
-276
50
$35K 0.02%
392
1
2
3 4 5