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
$677M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$529K
2 +$457K
3 +$291K
4
FORR icon
Forrester Research
FORR
+$256K
5
AIG icon
American International
AIG
+$226K

Top Sells

1 +$2.32M
2 +$334K
3 +$247K
4
SM icon
SM Energy
SM
+$216K
5
CMCSA icon
Comcast
CMCSA
+$195K

Sector Composition

1 Healthcare 23.01%
2 Consumer Staples 20.45%
3 Financials 19.8%
4 Technology 11.45%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,990