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
76
$74K 0.05%
+206
77
$73K 0.05%
2,500
78
$70K 0.04%
587
79
$68K 0.04%
246
+224
80
$68K 0.04%
4,111
81
$67K 0.04%
+117
82
$66K 0.04%
+867
83
$66K 0.04%
+653
84
$64K 0.04%
+1,102
85
$61K 0.04%
+183
86
$57K 0.04%
+152
87
$57K 0.04%
+1,101
88
$56K 0.03%
+2,000
89
$56K 0.03%
330
90
$55K 0.03%
+295
91
$54K 0.03%
+208
92
$52K 0.03%
+161
93
$47K 0.03%
1,615
+1,369
94
$47K 0.03%
+3,057
95
$45K 0.03%
473
96
$43K 0.03%
524
97
$42K 0.03%
+3,470
98
$41K 0.03%
1,234
99
$38K 0.02%
1,467
100
$32K 0.02%
209
2 3
4
5 6