AR

Advisory Research Portfolio holdings

AUM $796M
1-Year Est. Return 27.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17M
3
+$15.3M
4
CMI icon
Cummins
CMI
+$12.4M
5
EC icon
Ecopetrol
EC
+$12.1M

Top Sells

1
+$17.9M
2
+$14.8M
3
+$13.6M
4
EBAY icon
eBay
EBAY
+$10.7M
5
DUK icon
Duke Energy
DUK
+$10.5M

Sector Composition

1 Financials 18.65%
2 Consumer Discretionary 14.7%
3 Industrials 11.15%
4 Energy 10.43%
5 Technology 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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336
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-746
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