AAM

AR Asset Management Portfolio holdings

AUM $490M
1-Year Est. Return 16.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$852K
2 +$547K
3 +$344K
4
YUMC icon
Yum China
YUMC
+$186K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$76.2K

Top Sells

1 +$1.39M
2 +$151K
3 +$109K
4
KMB icon
Kimberly-Clark
KMB
+$96.4K
5
DEO icon
Diageo
DEO
+$88.4K

Sector Composition

1 Technology 20.56%
2 Consumer Staples 19.79%
3 Financials 13.83%
4 Healthcare 11.48%
5 Real Estate 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$252K 0.06%
+5,600
102
$251K 0.06%
2,400
103
$237K 0.05%
1,593
104
$236K 0.05%
860
+60
105
$234K 0.05%
36,691
106
$208K 0.05%
73,700
+3,000