ARIS
Advanced Research Investment Solutions Portfolio holdings
AUM
$160M
1-Year Return
5.55%
This Quarter Return
+8.08%
1 Year Return
+5.55%
3 Year Return
-13.19%
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
-$2.86M
(-1.8%)
Cap. Flow
-$14M
Cap. Flow
% of AUM
-8.81%
Top 10 Holdings %
Top 10 Hldgs %
92.99%
Holding
166
New
2
Increased
15
Reduced
4
Closed
143
Top Buys
Top Sells
| 1 |
RPAR Risk Parity ETF
RPAR
|
$31.8M |
| 2 |
ProShares Ultra Semiconductors
USD
|
$4.6M |
| 3 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$1.13M |
| 4 |
First Trust Long/Short Equity ETF
FTLS
|
$1.1M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$1.01M |
Sector Composition
| 1 | Technology | 0.61% |
| 2 | Industrials | 0.15% |
| 3 | Consumer Discretionary | 0.07% |
| 4 | Financials | 0% |
| 5 | Healthcare | 0% |
