AAM

Auxier Asset Management Portfolio holdings

AUM $681M
1-Year Est. Return 17.77%
This Quarter Est. Return
1 Year Est. Return
+17.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.06M
3
+$623K
4
CSCO icon
Cisco
CSCO
+$554K
5
AMGN icon
Amgen
AMGN
+$344K

Top Sells

1
+$1.75M
2
+$1.25M
3
+$1.02M
4
ZYNE
Zynerba Pharmaceuticals, Inc
ZYNE
+$657K
5
UNH icon
UnitedHealth
UNH
+$464K

Sector Composition

1 Healthcare 25.54%
2 Consumer Staples 21.99%
3 Financials 18.1%
4 Technology 7.1%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.26M 0.67%
41,787
-150
52
$3.13M 0.64%
214,368
+925
53
$2.88M 0.59%
30,325
54
$2.88M 0.59%
90,294
+843
55
$2.84M 0.58%
36,620
-50
56
$2.83M 0.58%
27,126
-25
57
$2.82M 0.58%
78,740
-6,245
58
$2.77M 0.57%
40,450
59
$2.66M 0.54%
46,735
-500
60
$2.49M 0.51%
37,523
+2,450
61
$2.47M 0.5%
12,472
-25
62
$2.34M 0.48%
74,773
+17,700
63
$2.3M 0.47%
120,686
-1,373
64
$2.23M 0.45%
14,530
65
$2.18M 0.45%
77,026
66
$2.18M 0.45%
13,500
67
$2.18M 0.44%
18,174
-20
68
$2.02M 0.41%
45,189
+2,550
69
$1.95M 0.4%
8,010
+50
70
$1.93M 0.4%
84,731
+300
71
$1.78M 0.36%
41,144
72
$1.75M 0.36%
70,600
73
$1.67M 0.34%
16,618
-42
74
$1.66M 0.34%
22,825
75
$1.56M 0.32%
9,774
-300
1 2
3
4 5