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
$440M
AUM Growth
-$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.37M
3
+$1.23M
4
F icon
Ford
F
+$1.05M
5
UBER icon
Uber
UBER
+$801K

Top Sells

1
+$7.92M
2
+$214K
3
+$12.8K
4
AAPL icon
Apple
AAPL
+$5.55K

Sector Composition

1 Technology 19.92%
2 Consumer Staples 18.81%
3 Financials 15.7%
4 Healthcare 11.42%
5 Energy 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.44%
10,525
52
$1.92M 0.44%
13,520
53
$1.8M 0.41%
10,000
54
$1.77M 0.4%
7,500
55
$1.69M 0.38%
73,000
56
$1.69M 0.38%
18,000
57
$1.68M 0.38%
10,121
+115
58
$1.62M 0.37%
3,090
59
$1.56M 0.35%
12,600
60
$1.54M 0.35%
11,000
61
$1.39M 0.32%
11,700
62
$1.36M 0.31%
100,000
63
$1.33M 0.3%
11,400
64
$1.2M 0.27%
10,750
65
$1.15M 0.26%
8,700
66
$1.09M 0.25%
10,000
67
$1.07M 0.24%
5,000
68
$1.05M 0.24%
+104,390
69
$913K 0.21%
14,400
70
$863K 0.2%
3,264
71
$846K 0.19%
40,000
72
$842K 0.19%
11,620
73
$824K 0.19%
4,900
74
$801K 0.18%
+11,000
75
$782K 0.18%
7,130
1 2
3
4 5