AAM

Artha Asset Management Portfolio holdings

AUM $90.3M
1-Year Est. Return 27.7%
This Quarter Est. Return
1 Year Est. Return
-27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$8M
3
+$6.22M
4
BALY icon
Bally's
BALY
+$5.95M
5
MCD icon
McDonald's
MCD
+$5.92M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 52.68%
2 Consumer Discretionary 39.82%
3 Communication Services 7.17%
4 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.6M 10.5%
+90,263
2
$8M 9.76%
+15,835
3
$6.22M 7.6%
+129,000
4
$5.95M 7.26%
+156,285
5
$5.92M 7.23%
+22,100
6
$5.91M 7.21%
+215,210
7
$5.01M 6.11%
+477,000
8
$4.53M 5.53%
+94,400
9
$4.12M 5.02%
+23,600
10
$3.31M 4.04%
+42,603
11
$3.09M 3.77%
+40,200
12
$2.99M 3.65%
+5,300
13
$2.96M 3.61%
+77,000
14
$2.38M 2.91%
+100,000
15
$2.19M 2.67%
+30,000
16
$2.1M 2.57%
+67,000
17
$1.95M 2.38%
+120,949
18
$1.53M 1.86%
+47,675
19
$1.19M 1.45%
+146,531
20
$1.13M 1.38%
+50,000
21
$998K 1.22%
+1,156
22
$963K 1.18%
+22,619
23
$403K 0.49%
+25,000
24
$272K 0.33%
+25,000
25
$215K 0.26%
+72,800