AAM

AR Asset Management Portfolio holdings

AUM $474M
1-Year Est. Return 12.87%
This Quarter Est. Return
1 Year Est. Return
+12.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.04M
3
+$1M
4
AAPL icon
Apple
AAPL
+$352K

Top Sells

1
+$219K
2
+$27.8K
3
+$12.1K
4
BP icon
BP
BP
+$7.47K
5
HSBC icon
HSBC
HSBC
+$6.04K

Sector Composition

1 Consumer Staples 21.05%
2 Energy 17.68%
3 Financials 12.67%
4 Healthcare 11.46%
5 Technology 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 1.17%
147,894
27
$2.91M 1.13%
51,206
28
$2.9M 1.13%
34,076
29
$2.76M 1.07%
155,950
30
$2.71M 1.05%
54,500
31
$2.67M 1.04%
15,700
32
$2.37M 0.92%
12,200
33
$2.29M 0.89%
80,400
34
$2.23M 0.87%
50,500
+30,000
35
$2.12M 0.82%
34,995
36
$1.92M 0.75%
15,106
37
$1.89M 0.73%
24,441
38
$1.87M 0.73%
45,638
39
$1.84M 0.71%
17,520
40
$1.8M 0.7%
22,882
41
$1.61M 0.62%
57,017
42
$1.59M 0.62%
11,618
43
$1.59M 0.62%
31,592
44
$1.56M 0.61%
14,800
45
$1.48M 0.58%
23,609
46
$1.36M 0.53%
13,800
47
$1.34M 0.52%
19,200
48
$1.3M 0.51%
50,000
49
$1.25M 0.49%
15,000
50
$1.16M 0.45%
20,000
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