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
51
$7K 0.01%
9
52
$7K 0.01%
19
53
$7K 0.01%
24
54
$6K 0.01%
115
55
$6K 0.01%
35
56
$6K 0.01%
25
57
$4K ﹤0.01%
82
58
$4K ﹤0.01%
64
59
$4K ﹤0.01%
32
60
$3K ﹤0.01%
46
61
$3K ﹤0.01%
25
62
$3K ﹤0.01%
18
63
$2K ﹤0.01%
10
64
$2K ﹤0.01%
30
65
$2K ﹤0.01%
10
66
$2K ﹤0.01%
66
67
$2K ﹤0.01%
12
68
$2K ﹤0.01%
8
69
$1K ﹤0.01%
20
70
$1K ﹤0.01%
8
71
$0 ﹤0.01%
+4
1 2
3