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
$441M
AUM Growth
-$8.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M

Top Sells

1 +$2.53M
2 +$931K
3 +$773K
4
AAPL icon
Apple
AAPL
+$551K
5
PFE icon
Pfizer
PFE
+$531K

Sector Composition

1 Technology 21.96%
2 Consumer Staples 19.24%
3 Financials 14.63%
4 Healthcare 10.36%
5 Real Estate 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$251K 0.06%
2,400
102
$229K 0.05%
73,700
103
$216K 0.05%
36,691
104
$214K 0.05%
1,593
105
$212K 0.05%
6,004
106
-39,175
107
-4,300