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
101
$18.1K 0.01%
+101
102
$18K 0.01%
50
103
$17.5K 0.01%
107
104
$16.1K 0.01%
303
105
$15.7K 0.01%
+107
106
$15.6K 0.01%
+310
107
$15.5K 0.01%
60
108
$15.1K 0.01%
145
109
$13.7K 0.01%
341
110
$11.2K 0.01%
40
111
$10.6K 0.01%
+172
112
$9.53K ﹤0.01%
+119
113
$9.53K ﹤0.01%
+66
114
$9.15K ﹤0.01%
137
115
$9.13K ﹤0.01%
43
116
$8.27K ﹤0.01%
35
117
$8.05K ﹤0.01%
+117
118
$7.91K ﹤0.01%
+110
119
$7.55K ﹤0.01%
9
120
$7.08K ﹤0.01%
25
121
$6.5K ﹤0.01%
25
122
$6.39K ﹤0.01%
19
123
$5.79K ﹤0.01%
115
124
$5.79K ﹤0.01%
+41
125
$5.65K ﹤0.01%
35
2 3 4
5
6