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
51
$11K 0.01%
137
52
$10K 0.01%
80
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$10K 0.01%
80
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$9K 0.01%
25
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$9K 0.01%
43
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$8K 0.01%
9
57
$8K 0.01%
24
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$8K 0.01%
35
59
$7K 0.01%
19
60
$7K 0.01%
25
61
$6K 0.01%
115
62
$6K 0.01%
35
63
$5K ﹤0.01%
32
64
$4K ﹤0.01%
82
65
$4K ﹤0.01%
64
66
$3K ﹤0.01%
46
67
$3K ﹤0.01%
30
68
$3K ﹤0.01%
25
69
$3K ﹤0.01%
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70
$2K ﹤0.01%
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$2K ﹤0.01%
10
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$2K ﹤0.01%
20
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$2K ﹤0.01%
10
74
$2K ﹤0.01%
12
75
$1K ﹤0.01%
8
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3
4