ARIS

Advanced Research Investment Solutions Portfolio holdings

AUM $160M
1-Year Est. Return 5.55%
This Fund
S&P 500
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
+$12M
2
+$3.31M
3
+$3.14M
4
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$1.16M
5
AAPL icon
Apple
AAPL
+$429K

Top Sells

1
+$3.76M
2
+$3.3M
3
+$2.56M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.49M
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
151
$2K ﹤0.01%
64
152
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+490
154
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155
$1K ﹤0.01%
5
156
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10
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124
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$1K ﹤0.01%
19
159
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+75
160
$1K ﹤0.01%
8
161
$1K ﹤0.01%
50
162
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169
$0 ﹤0.01%
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170
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171
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$0 ﹤0.01%
+4
173
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175
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-400
4 5 6
7
8