AAM
Auxier Asset Management Portfolio holdings
AUM
$711M
1-Year Est. Return
20.31%
This Fund
S&P 500
1 Year Est. Return
+20.31%
AUM
$714M
AUM Growth
+$32.7M
(+4.8%)
Holding
179
Top Buys
| 1 | +$1.93M | |
| 2 | +$494K | |
| 3 | +$464K | |
| 4 |
American International
AIG
|
+$312K |
| 5 |
Arcos Dorados Holdings
ARCO
|
+$281K |
Top Sells
| 1 | +$338K | |
| 2 | +$270K | |
| 3 | +$258K | |
| 4 |
S&P Global
SPGI
|
+$209K |
| 5 |
MIO
Pioneer Municipal High Income Opportunities Fund
MIO
|
+$203K |
Sector Composition
| 1 | Financials | 21.97% |
| 2 | Consumer Staples | 21.78% |
| 3 | Healthcare | 17.68% |
| 4 | Technology | 13.12% |
| 5 | Consumer Discretionary | 7.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MIO
176
DELISTED
Pioneer Municipal High Income Opportunities Fund
MIO
| – | – |
-17,208
|
|
||
|
PARA
177
DELISTED
Paramount Global Class B
PARA
| – | – |
-15,675
|
|
||
|
178
S&P Global
SPGI
$134B
| – | – |
-397
|
|