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ARMC

American Research & Management Company Portfolio holdings

AUM $362M
1-Year Est. Return 8.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-8.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$619K
3
+$424K
4
MSFT icon
Microsoft
MSFT
+$404K
5
PYPL icon
PayPal
PYPL
+$380K

Top Sells

1
+$7.72M
2
+$4.85M
3
+$2.2M
4
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$1.31M
5
WELL icon
Welltower
WELL
+$532K

Sector Composition

1 Technology 23.78%
2 Healthcare 15.08%
3 Consumer Staples 13.13%
4 Financials 9.2%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
100
352
$0 ﹤0.01%
1
353
$0 ﹤0.01%
19
354
$0 ﹤0.01%
8
355
$0 ﹤0.01%
2
356
– –
-1,600
357
– –
-8,625
358
– –
-100
359
– –
-501
360
$0 ﹤0.01%
27
-14
361
$0 ﹤0.01%
200
362
$0 ﹤0.01%
+200
363
– –
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364
$0 ﹤0.01%
20
+11
365
$0 ﹤0.01%
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367
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-300
368
$0 ﹤0.01%
18
369
$0 ﹤0.01%
25
370
$0 ﹤0.01%
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-300
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$0 ﹤0.01%
40
373
$0 ﹤0.01%
+6
11 12 13 14
15