AR
Advisory Research Portfolio holdings
AUM
$761M
1-Year Est. Return
28.59%
1 Year Est. Return
+28.59%
AUM
$651M
AUM Growth
+$83.6M
(+15%)
Holding
155
Top Buys
| 1 | +$7.66M | |
| 2 | +$4.18M | |
| 3 | +$4.02M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$3.73M |
| 5 |
REV Group
REVG
|
+$3.45M |
Top Sells
| 1 | +$11.7M | |
| 2 | +$7.48M | |
| 3 | +$5.5M | |
| 4 |
Phinia Inc
PHIN
|
+$5.11M |
| 5 |
TechTarget
TTGT
|
+$1.76M |
Sector Composition
| 1 | Consumer Discretionary | 23.52% |
| 2 | Technology | 22.04% |
| 3 | Financials | 13.51% |
| 4 | Industrials | 8.82% |
| 5 | Consumer Staples | 8.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
NextEra Energy
NEE
$175B
| – | – |
-6,485
|
|
||
152
Outfront Media
OUT
$3.69B
| – | – |
-79,080
|
|
||
153
Champion Homes
SKY
$4.55B
| – | – |
-14,701
|
|
||
|
154
TechTarget
TTGT
$372M
| – | – |
-118,620
|
|
||
155
Exxon Mobil
XOM
$503B
| – | – |
-8,363
|
|