Portfolio (Quarterly)
Guide ↗
ARS Investment Partners, LLC
· CIK 0000733020| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | UAMY | UNITED STATES ANTIMONY CORP | Basic Materials | 17,700.0 | $129K | 0.01% | NEW | — | $7.26 | -22.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
43.4%
Industrials
16.5%
Basic Materials
11.3%
Energy
8.8%
Utilities
7.0%
Financial Services
5.7%
Healthcare
5.3%
Communication Services
0.9%
Real Estate
0.5%
Consumer Defensive
0.3%