ASG

Ariston Services Group Portfolio holdings

AUM $170M
1-Year Est. Return 28.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1 +$300K
2 +$200K
3 +$190K
4
JNJ icon
Johnson & Johnson
JNJ
+$118K
5
VTV icon
Vanguard Value ETF
VTV
+$110K

Top Sells

1 +$348K
2 +$302K
3 +$218K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$41.6K
5
IAU icon
iShares Gold Trust
IAU
+$40.4K

Sector Composition

1 Consumer Discretionary 15.98%
2 Financials 2.87%
3 Communication Services 2.62%
4 Technology 2.25%
5 Energy 1.98%