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
101
$294K 0.11%
5,300
102
$281K 0.11%
8,000
103
$278K 0.11%
16,667
104
$264K 0.1%
9,100
105
$252K 0.1%
6,560
106
$233K 0.09%
10,000
107
$160K 0.06%
27,500
108
– –
-5,006
1 2 3 4
5