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
51
$35K 0.02%
209
52
$32K 0.02%
415
53
$32K 0.02%
180
54
$32K 0.02%
288
55
$31K 0.02%
331
56
$26K 0.01%
294
-449
57
$26K 0.01%
47
58
$24K 0.01%
400
59
$22K 0.01%
400
60
$22K 0.01%
311
-285
61
$20K 0.01%
298
62
$20K 0.01%
374
-285
63
$20K 0.01%
90
+3
64
$19K 0.01%
987
65
$17K 0.01%
220
66
$17K 0.01%
154
67
$17K 0.01%
84
-50
68
$17K 0.01%
115
69
$17K 0.01%
221
-160
70
$17K 0.01%
225
-240
71
$16K 0.01%
80
-50
72
$15K 0.01%
53
-132
73
$15K 0.01%
235
74
$14K 0.01%
186
75
$14K 0.01%
150
1 2
3
4 5