ARIS
Advanced Research Investment Solutions Portfolio holdings
AUM
$160M
This Quarter Return
-1.59%
1 Year Return
+5.55%
3 Year Return
-13.19%
5 Year Return
–
10 Year Return
–
AUM
$195M
AUM Growth
+$195M
(+76%)
Cap. Flow
+$85.5M
Cap. Flow
% of AUM
43.8%
Top 10 Holdings %
Top 10 Hldgs %
91.74%
Holding
140
New
63
Increased
23
Reduced
–
Closed
1
Top Buys
| 1 |
RPAR Risk Parity ETF
RPAR
|
$50.7M |
| 2 |
ProShares Ultra Semiconductors
USD
|
$11.6M |
| 3 |
Coinbase
COIN
|
$3.75M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$3.66M |
| 5 |
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% |
