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
$162M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.77M
3
+$1.1M
4
USD icon
ProShares Ultra Semiconductors
USD
+$564K
5
AAPL icon
Apple
AAPL
+$378K

Top Sells

1
+$3.39M
2
+$2.9M
3
+$2.29M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.24M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$740K

Sector Composition

1 Technology 1.78%
2 Healthcare 0.71%
3 Financials 0.67%
4 Consumer Discretionary 0.64%
5 Communication Services 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$111K 0.07%
+485
52
$108K 0.07%
1,141
+810
53
$106K 0.07%
+740
54
$105K 0.06%
+486
55
$104K 0.06%
567
+483
56
$101K 0.06%
+1,763
57
$101K 0.06%
830
58
$100K 0.06%
+1,028
59
$99K 0.06%
357
+304
60
$98K 0.06%
+3,456
61
$95K 0.06%
1,651
+4
62
$92K 0.06%
+343
63
$87K 0.05%
2,880
+2,557
64
$86K 0.05%
+2,145
65
$85K 0.05%
+1,371
66
$84K 0.05%
+429
67
$83K 0.05%
+449
68
$83K 0.05%
+991
69
$82K 0.05%
+1,450
70
$79K 0.05%
+2,819
71
$79K 0.05%
+365
72
$77K 0.05%
7,048
73
$76K 0.05%
+942
74
$76K 0.05%
2,488
75
$75K 0.05%
+1,216
1 2
3
4 5