AI

AdvisorShares Investments Portfolio holdings

AUM $555M
1-Year Est. Return 19.49%
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$5.78M
3
+$1.02M
4
HSY icon
Hershey
HSY
+$890K
5
MLR icon
Miller Industries
MLR
+$762K

Top Sells

1
+$39.6M
2
+$6.66M
3
+$4.55M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$3.73M
5
HYFM icon
Hydrofarm Holdings
HYFM
+$1.66M

Sector Composition

1 Healthcare 8.13%
2 Consumer Discretionary 7.04%
3 Industrials 6.4%
4 Technology 4.37%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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327
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-4,456
328
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-4,729
329
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330
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-1,071
331
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-723
332
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-1,785
333
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-3,431
334
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-3,620
335
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-39,603
336
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-4,013
337
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-27,916
338
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-6,104
339
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-130,016
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