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
$239M
AUM Growth
-$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Sells

1 +$15.1M
2 +$10.1M
3 +$4.55M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.96M
5
BN icon
Brookfield
BN
+$1.5M

Sector Composition

1 Financials 1.2%
2 Technology 1.12%
3 Consumer Discretionary 0.81%
4 Communication Services 0.43%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$45K 0.02%
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331
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$41K 0.02%
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$38K 0.02%
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85
$35K 0.01%
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$35K 0.01%
+705
87
$35K 0.01%
+476
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$34K 0.01%
659
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$29K 0.01%
65
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$28K 0.01%
+429
100
$28K 0.01%
47
+32