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
$449M
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$4.06M
2 +$929K
3 +$474K
4
FDX icon
FedEx
FDX
+$282K
5
VALU icon
Value Line
VALU
+$201K

Top Sells

1 +$8.03M
2 +$1.61M
3 +$1.46M
4
HRB icon
H&R Block
HRB
+$1.44M
5
MSFT icon
Microsoft
MSFT
+$1.4M

Sector Composition

1 Healthcare 27.93%
2 Financials 18.63%
3 Consumer Staples 17.73%
4 Technology 8.23%
5 Communication Services 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,749
152
-1,833
153
-1,670
154
-5,057
155
-8,472
156
-84,559
157
-7,213