We are live on ! Find out more
AFC

Ares Financial Consulting Portfolio holdings

AUM $127M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1 +$2.48M
2 +$2.36M
3 +$1.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.15M

Sector Composition

1 Technology 9.98%
2 Communication Services 4.79%
3 Industrials 4.76%
4 Financials 3.52%
5 Consumer Discretionary 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NICE icon
551
Nice
NICE
$4.96B
$9.8K 0.01%
+89
EXPE icon
552
Expedia Group
EXPE
$28.9B
$9.79K 0.01%
43
VRSK icon
553
Verisk Analytics
VRSK
$22.8B
$9.73K 0.01%
53
-30
AMWD
554
DELISTED
American Woodmark
AMWD
$9.72K 0.01%
+246
DBRG icon
555
DigitalBridge
DBRG
$2.92B
$9.66K 0.01%
+625
BDX icon
556
Becton Dickinson
BDX
$39.7B
$9.54K 0.01%
61
+37
RF icon
557
Regions Financial
RF
$24.4B
$9.54K 0.01%
362
EQT icon
558
EQT Corp
EQT
$31.7B
$9.47K 0.01%
155
MTH icon
559
Meritage Homes
MTH
$5.05B
$9.44K 0.01%
152
NIO icon
560
NIO
NIO
$12.6B
$9.3K 0.01%
+1,500
AVNT icon
561
Avient
AVNT
$3.45B
$9.21K 0.01%
253
+231
FHN icon
562
First Horizon
FHN
$11.8B
$9.19K 0.01%
400
Q
563
Qnity Electronics Inc
Q
$35.4B
$9.13K 0.01%
77
RTO icon
564
Rentokil
RTO
$14.3B
$9.12K 0.01%
+285
WEN icon
565
Wendy's
WEN
$1.3B
$9.12K 0.01%
+1,322
CMPR icon
566
Cimpress
CMPR
$2.06B
$9.11K 0.01%
+123
IR icon
567
Ingersoll Rand
IR
$30.5B
$9.04K 0.01%
113
MMS icon
568
Maximus
MMS
$2.93B
$9.01K 0.01%
+144
FDX icon
569
FedEx
FDX
$77.8B
$8.98K 0.01%
25
ESLT icon
570
Elbit Systems
ESLT
$36.9B
$8.96K 0.01%
+10
HAS icon
571
Hasbro
HAS
$12B
$8.94K 0.01%
100
JKHY icon
572
Jack Henry & Associates
JKHY
$8.97B
$8.87K 0.01%
+57
AMLP icon
573
Alerian MLP ETF
AMLP
$11.9B
$8.86K 0.01%
170
IWS icon
574
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$8.86K 0.01%
60
HPQ icon
575
HP
HPQ
$21.5B
$8.64K 0.01%
456