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
126
$4.89K ﹤0.01%
+50
127
$4.46K ﹤0.01%
82
128
$4.46K ﹤0.01%
64
129
$2.74K ﹤0.01%
46
130
$2.55K ﹤0.01%
30
131
$2.54K ﹤0.01%
25
132
$2.19K ﹤0.01%
12
133
$1.96K ﹤0.01%
10
134
$1.7K ﹤0.01%
8
135
$1.6K ﹤0.01%
20
136
$1.48K ﹤0.01%
10
137
$1.35K ﹤0.01%
66
138
$1.12K ﹤0.01%
8
139
$554 ﹤0.01%
+2
140
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2 3 4 5
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