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
$645M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$3.34M
2 +$710K
3 +$663K
4
AIG icon
American International
AIG
+$364K
5
HSY icon
Hershey
HSY
+$318K

Top Sells

1 +$1.33M
2 +$980K
3 +$885K
4
ELV icon
Elevance Health
ELV
+$658K
5
WBD icon
Warner Bros
WBD
+$605K

Sector Composition

1 Financials 21.91%
2 Consumer Staples 21.13%
3 Healthcare 20.38%
4 Technology 11.76%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-399
177
-1,250