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
101
$8K ﹤0.01%
58
102
$8K ﹤0.01%
345
103
$8K ﹤0.01%
135
104
$8K ﹤0.01%
172
-2,769
105
$8K ﹤0.01%
203
106
$8K ﹤0.01%
137
107
$8K ﹤0.01%
394
-128
108
$8K ﹤0.01%
170
109
$7K ﹤0.01%
43
110
$7K ﹤0.01%
90
111
$7K ﹤0.01%
158
112
$6K ﹤0.01%
206
113
$6K ﹤0.01%
132
114
$6K ﹤0.01%
19
115
$5K ﹤0.01%
9
116
$5K ﹤0.01%
115
117
$5K ﹤0.01%
51
118
$5K ﹤0.01%
66
119
$3K ﹤0.01%
23
120
$3K ﹤0.01%
64
121
$3K ﹤0.01%
32
122
$2K ﹤0.01%
8
123
$2K ﹤0.01%
+124
124
$2K ﹤0.01%
25
125
$2K ﹤0.01%
12
3 4
5
6 7