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
$159M
AUM Growth
-$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$4.86M
3
+$3.43M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.61M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$1.33M

Top Sells

1
+$31.8M
2
+$4.6M
3
+$1.13M
4
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$1.1M
5
SCHP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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