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
$246M
AUM Growth
+$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.35M
3
+$490K
4
AMBA icon
Ambarella
AMBA
+$459K
5
AWH
Allied World Assurance Co Hld Lt
AWH
+$371K

Top Sells

1
+$597K
2
+$509K
3
+$400K
4
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$369K
5
RGP
REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS
RGP
+$355K

Sector Composition

1 Technology 19.29%
2 Healthcare 14.41%
3 Consumer Staples 12.71%
4 Energy 11.06%
5 Financials 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$66K 0.03%
1,000
152
$65K 0.03%
1,850
153
$59K 0.02%
774
154
$59K 0.02%
1,000
155
$59K 0.02%
1,370
+70
156
$58K 0.02%
1,250
+1,100
157
$56K 0.02%
1,122
158
$56K 0.02%
1,470
+630
159
$55K 0.02%
823
160
$54K 0.02%
260
161
$54K 0.02%
1,587
162
$53K 0.02%
1,610
-219
163
$53K 0.02%
+1,000
164
$53K 0.02%
574
165
$52K 0.02%
+745
166
$52K 0.02%
600
167
$51K 0.02%
318
168
$51K 0.02%
1,925
+1,675
169
$50K 0.02%
1,107
170
$50K 0.02%
872
+7
171
$49K 0.02%
1,340
-1,000
172
$49K 0.02%
3,000
173
$47K 0.02%
725
174
$46K 0.02%
195
175
$46K 0.02%
1,422
+102
5 6
7
8 9