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
$631M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Sells

1 +$6.9M
2 +$1.03M
3 +$681K
4
JNJ icon
Johnson & Johnson
JNJ
+$505K
5
ELV icon
Elevance Health
ELV
+$485K

Sector Composition

1 Healthcare 27.56%
2 Consumer Staples 18.04%
3 Financials 18%
4 Technology 10.9%
5 Consumer Discretionary 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,667