ARIS

Advanced Research Investment Solutions Portfolio holdings

AUM $160M
1-Year Est. Return 5.55%
This Fund
S&P 500
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 +$3.97M
2 +$3.25M
3 +$2.02M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.97M

Top Sells

1 +$10.5K

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
76
$1K ﹤0.01%
66
77
$0 ﹤0.01%
4