AC

Aristides Capital Portfolio holdings

AUM $289M
1-Year Est. Return 24.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.41%
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 Sells

1 +$3.73M
2 +$2.35M
3 +$1.58M
4
CEM
ClearBridge MLP and Midstream Fund Inc.
CEM
+$1.14M
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
in Stake
Capital Flow
151
0
152
0
153
0