AC

Aristides Capital Portfolio holdings

AUM $339M
1-Year Est. Return 19.43%
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$7.05M
3
+$3.12M
4
HD icon
Home Depot
HD
+$3.02M
5
LAAAU
Lakeshore Acquisition I Corp. Unit
LAAAU
+$1.38M

Top Sells

1
+$3.92M
2
+$2.35M
3
+$1.58M
4
CEM
ClearBridge MLP and Midstream Fund Inc.
CEM
+$1.22M
5
STEL icon
Stellar Bancorp
STEL
+$614K

Sector Composition

1 Consumer Discretionary 16.58%
2 Technology 10.99%
3 Financials 10.47%
4 Communication Services 9.58%
5 Industrials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
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