AA

Armis Advisers Portfolio holdings

AUM $889M
1-Year Est. Return 17.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$6.58M
3
+$5.58M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.53M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.44M

Top Sells

1
+$6.74M
2
+$5.3M
3
+$4.75M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.66M
5
HARD icon
Simplify Commodities Strategy No K-1 ETF
HARD
+$4.16M

Sector Composition

1 Technology 6.5%
2 Financials 2.38%
3 Consumer Discretionary 1.75%
4 Communication Services 1.52%
5 Industrials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$219K 0.02%
+931
427
$218K 0.02%
1,568
428
$218K 0.02%
+3,010
429
$217K 0.02%
+4,008
430
$217K 0.02%
+2,379
431
$216K 0.02%
+4,164
432
$216K 0.02%
+14,454
433
$215K 0.02%
+423
434
$215K 0.02%
+280
435
$214K 0.02%
4,618
-93
436
$213K 0.02%
1,295
+55
437
$213K 0.02%
+1,651
438
$213K 0.02%
1,318
+46
439
$213K 0.02%
+2,025
440
$212K 0.02%
+397
441
$211K 0.02%
21,516
-2,673
442
$210K 0.02%
+1,252
443
$210K 0.02%
2,973
-10
444
$209K 0.02%
+2,027
445
$208K 0.02%
+883
446
$208K 0.02%
+135
447
$207K 0.02%
+1,732
448
$206K 0.02%
+5,868
449
$206K 0.02%
+711
450
$205K 0.02%
+851
16 17
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