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
76
$1.85M 0.37%
37,500
+3,300
77
$1.81M 0.36%
10,709
-50
78
$1.78M 0.36%
19,060
+1,674
79
$1.72M 0.34%
+58,091
80
$1.7M 0.34%
48,647
+775
81
$1.59M 0.32%
33,131
+3,852
82
$1.57M 0.31%
9,522
83
$1.56M 0.31%
220,489
+44,865
84
$1.45M 0.29%
13,137
85
$1.41M 0.28%
8,440
-70
86
$1.41M 0.28%
12,233
-625
87
$1.39M 0.28%
16,600
88
$1.38M 0.28%
29,216
-46
89
$1.33M 0.27%
34,499
-200
90
$1.32M 0.26%
10,400
91
$1.3M 0.26%
52,056
-300
92
$1.29M 0.26%
50,891
+2,597
93
$1.26M 0.25%
94,536
94
$1.26M 0.25%
19,303
-600
95
$1.22M 0.24%
198,981
96
$1.13M 0.22%
6,108
97
$1.12M 0.22%
9,108
98
$1.1M 0.22%
14,361
+541
99
$966K 0.19%
11,518
100
$965K 0.19%
15,224
2 3
4
5 6