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
$226M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$349K
2 +$208K

Top Sells

1 +$384K
2 +$48.2K
3 +$43.3K
4
XOM icon
Exxon Mobil
XOM
+$25.8K
5
ZTS icon
Zoetis
ZTS
+$311

Sector Composition

1 Consumer Staples 21.78%
2 Energy 21.65%
3 Healthcare 10.47%
4 Technology 9.17%
5 Financials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$208K 0.09%
+8,000
102
$204K 0.09%
10,000
103
$198K 0.09%
10,000