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
$162M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.77M
3
+$1.1M
4
USD icon
ProShares Ultra Semiconductors
USD
+$564K
5
AAPL icon
Apple
AAPL
+$378K

Top Sells

1
+$3.39M
2
+$2.9M
3
+$2.29M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.24M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$740K

Sector Composition

1 Technology 1.78%
2 Healthcare 0.71%
3 Financials 0.67%
4 Consumer Discretionary 0.64%
5 Communication Services 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11K 0.01%
132
+100
127
$11K 0.01%
95
128
$11K 0.01%
125
+100
129
$10K 0.01%
166
130
$10K 0.01%
25
131
$9K 0.01%
60
132
$9K 0.01%
+525
133
$9K 0.01%
30
134
$9K 0.01%
341
135
$8K ﹤0.01%
135
136
$8K ﹤0.01%
84
137
$8K ﹤0.01%
109
138
$8K ﹤0.01%
90
139
$7K ﹤0.01%
+475
140
$7K ﹤0.01%
+230
141
$7K ﹤0.01%
43
142
$7K ﹤0.01%
172
143
$6K ﹤0.01%
19
144
$6K ﹤0.01%
+140
145
$5K ﹤0.01%
9
146
$5K ﹤0.01%
66
147
$4K ﹤0.01%
115
148
$4K ﹤0.01%
+5
149
$3K ﹤0.01%
+320
150
$2K ﹤0.01%
8
4 5
6
7 8