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
$501M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$2.87M
3
+$1.72M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.23M
5
BA icon
Boeing
BA
+$721K

Top Sells

1
+$2.14M
2
+$404K
3
+$371K
4
AMX icon
America Movil
AMX
+$351K
5
LM
Legg Mason, Inc.
LM
+$314K

Sector Composition

1 Healthcare 25.46%
2 Financials 19.75%
3 Consumer Staples 16.83%
4 Technology 8.95%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.19M 0.64%
29,057
-2,050
52
$3.14M 0.63%
104,847
53
$3.08M 0.61%
459,241
-24,451
54
$3.05M 0.61%
24,522
+363
55
$2.87M 0.57%
+58,196
56
$2.76M 0.55%
13,305
-400
57
$2.7M 0.54%
26,131
+53
58
$2.61M 0.52%
218,193
-750
59
$2.6M 0.52%
9,829
+101
60
$2.53M 0.51%
15,430
+580
61
$2.48M 0.5%
74,033
-582
62
$2.39M 0.48%
37,698
-300
63
$2.39M 0.48%
47,693
-1,893
64
$2.38M 0.47%
43,466
+600
65
$2.32M 0.46%
66,635
+175
66
$2.3M 0.46%
16,489
67
$2.26M 0.45%
13,099
68
$2.22M 0.44%
69,600
69
$2.17M 0.43%
12,500
70
$2.12M 0.42%
39,410
71
$2.08M 0.42%
28,650
+1,150
72
$2.07M 0.41%
10,705
-50
73
$2M 0.4%
34,934
-100
74
$1.96M 0.39%
67,002
-100
75
$1.86M 0.37%
30,519
+459
1 2
3
4 5