AAM

AR Asset Management Portfolio holdings

AUM $517M
1-Year Est. Return 18.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1 +$5.11M
2 +$3.64M
3 +$1.51M
4
PM icon
Philip Morris
PM
+$1.18M
5
CVX icon
Chevron
CVX
+$1.14M

Top Sells

1 +$1.74M
2 +$1.14M
3 +$899K
4
AZN icon
AstraZeneca
AZN
+$649K
5
CAT icon
Caterpillar
CAT
+$554K

Sector Composition

1 Technology 21.84%
2 Consumer Staples 16.13%
3 Financials 14.41%
4 Healthcare 11.45%
5 Energy 10.84%