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
76
$13K 0.01%
276
77
$12K 0.01%
166
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$12K 0.01%
144
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$12K 0.01%
95
80
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124
81
$12K 0.01%
77
82
$12K 0.01%
300
83
$12K 0.01%
25
84
$12K 0.01%
270
-275
85
$12K 0.01%
53
86
$11K 0.01%
120
87
$11K 0.01%
62
88
$11K 0.01%
122
89
$11K 0.01%
341
90
$10K 0.01%
82
91
$10K 0.01%
323
-260
92
$10K 0.01%
246
93
$10K 0.01%
93
94
$10K 0.01%
72
95
$10K 0.01%
25
-50
96
$9K 0.01%
30
97
$9K 0.01%
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98
$9K 0.01%
109
99
$9K 0.01%
60
100
$8K ﹤0.01%
22
2 3
4
5 6