ARA

Alexander Randolph Advisory Portfolio holdings

AUM $112M
1-Year Est. Return 7.44%
This Quarter Est. Return
1 Year Est. Return
+7.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.42%
2 Financials 11.79%
3 Technology 10.4%
4 Communication Services 8.97%
5 Consumer Discretionary 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$229K 0.21%
+5,583
52
$211K 0.19%
+1,211
53
$205K 0.19%
+404