AR
Advisory Research Portfolio holdings
AUM
$651M
This Quarter Return
+31.4%
1 Year Return
+25.02%
3 Year Return
+143.09%
5 Year Return
+422.22%
10 Year Return
+498.78%
AUM
$1.36B
AUM Growth
+$1.36B
(+33%)
Cap. Flow
+$139M
Cap. Flow
% of AUM
10.19%
Top 10 Holdings %
Top 10 Hldgs %
21.23%
Holding
371
New
69
Increased
91
Reduced
144
Closed
57
Top Buys
| 1 |
Barclays
BCS
|
$21.4M |
| 2 |
KB Financial Group
KB
|
$17.2M |
| 3 |
British American Tobacco
BTI
|
$16M |
| 4 |
Ecopetrol
EC
|
$13.8M |
| 5 |
Diamondback Energy
FANG
|
$13.6M |
Top Sells
| 1 |
Microsoft
MSFT
|
$18.5M |
| 2 |
Broadridge
BR
|
$14.3M |
| 3 |
Home Depot
HD
|
$14.3M |
| 4 |
eBay
EBAY
|
$10.7M |
| 5 |
Duke Energy
DUK
|
$10.4M |
Sector Composition
| 1 | Financials | 18.65% |
| 2 | Consumer Discretionary | 14.7% |
| 3 | Industrials | 11.15% |
| 4 | Energy | 10.43% |
| 5 | Technology | 9.8% |
