AAM

Auxier Asset Management Portfolio holdings

AUM $711M
1-Year Est. Return 20.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$492M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$5.44M
2 +$1.75M
3 +$282K
4
SBUX icon
Starbucks
SBUX
+$216K
5
TSM icon
TSMC
TSM
+$200K

Top Sells

1 +$5.22M
2 +$1.67M
3 +$859K
4
LM
Legg Mason, Inc.
LM
+$653K
5
WU icon
Western Union
WU
+$652K

Sector Composition

1 Healthcare 25.24%
2 Consumer Staples 20.51%
3 Financials 18.85%
4 Technology 7.31%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-16,618
152
-64,725