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
76
$49.7K 0.03%
+670
77
$46.6K 0.02%
+1,234
78
$42.7K 0.02%
415
79
$42.1K 0.02%
+892
80
$41.4K 0.02%
+1,521
81
$41.1K 0.02%
+1,422
82
$39.5K 0.02%
+344
83
$39.3K 0.02%
+5,003
84
$37.9K 0.02%
160
85
$36.4K 0.02%
317
86
$35.9K 0.02%
460
87
$30.5K 0.02%
50
88
$30.3K 0.02%
+203
89
$30.1K 0.02%
+592
90
$29K 0.01%
+1,817
91
$27.9K 0.01%
+444
92
$27.6K 0.01%
163
93
$26K 0.01%
95
94
$25K 0.01%
298
95
$25K 0.01%
273
96
$24.3K 0.01%
+101
97
$21.5K 0.01%
+60
98
$21.1K 0.01%
987
99
$20.5K 0.01%
+344
100
$18.6K 0.01%
+146
2 3
4
5 6