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
$195M
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$50.7M
2
+$11.6M
3
+$3.75M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.66M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.17%
2 Technology 1.37%
3 Consumer Discretionary 0.76%
4 Materials 0.75%
5 Communication Services 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$95.5K 0.05%
350
52
$94.4K 0.05%
424
53
$92.8K 0.05%
+6,778
54
$91.2K 0.05%
2,500
55
$91.2K 0.05%
+602
56
$90K 0.05%
+209
57
$85.9K 0.04%
+999
58
$85.3K 0.04%
390
+285
59
$81.6K 0.04%
+1,430
60
$81.6K 0.04%
614
61
$80.2K 0.04%
+835
62
$80.1K 0.04%
+1,020
63
$79.4K 0.04%
+284
64
$78.1K 0.04%
230
65
$75.1K 0.04%
+1,144
66
$73.7K 0.04%
+862
67
$73.6K 0.04%
448
68
$71.7K 0.04%
+4,111
69
$67K 0.03%
+377
70
$64.8K 0.03%
+4,000
71
$63.2K 0.03%
+1,396
72
$62.1K 0.03%
+1,276
73
$56.4K 0.03%
+3,595
74
$53.4K 0.03%
+1,467
75
$52.9K 0.03%
+720
1 2
3
4 5