We are live on ! Find out more
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
$415M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$298K
3
+$236K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$176K
5
SBCF icon
Seacoast Banking Corp of Florida
SBCF
+$169K

Top Sells

1
+$2.31M
2
+$1.56M
3
+$757K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$584K
5
DE icon
Deere & Co
DE
+$547K

Sector Composition

1 Technology 23.29%
2 Healthcare 13.61%
3 Financials 13.5%
4 Consumer Staples 12.46%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$0 ﹤0.01%
+100
377
$0 ﹤0.01%
+100
378
$0 ﹤0.01%
44
379
$0 ﹤0.01%
+25
380
– –
-951
381
– –
-11,270
382
– –
-26
383
– –
-1
384
– –
-56
385
– –
-36
386
– –
-26
387
– –
-120
388
– –
-15
389
– –
-2,874
390
– –
-6
12 13 14 15
16