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AR ASSET MANAGEMENT INC
RIA/Wealth
AR ASSET MANAGEMENT INC is a RIA/Wealth based in West Hollywood, CA led by Annie Anh Ngoc Kim, reporting $573.2M in AUM as of Q3 2025 with AAPL as the largest holding (14% allocation).
PresidentAnnie Anh Ngoc Kim
- Portfolio Value
- $449.4M
- Positions
- 93
- Top Holding
- AAPL at 14.15%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in AR ASSET MANAGEMENT INC's portfolio (44.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $63.6M | 14.15% | -$509.3K Sold | 0.00% 249.8K shares | |
Banks - Diversified Financial Services | $18.9M | 4.20% | — | 0.00% 59.8K shares | |
Tobacco Consumer Defensive | $18.1M | 4.03% | — | 0.01% 111.5K shares | |
Oil & Gas Integrated Energy | $17.6M | 3.92% | — | 0.01% 113.4K shares | |
Internet Content & Information Communication Services | $15.9M | 3.54% | — | 0.00% 65.4K shares | |
Semiconductors Technology | $14.9M | 3.31% | -$559.7K Sold | 0.00% 79.8K shares | |
Insurance - Diversified Financial Services | $13.6M | 3.02% | — | 0.00% 18.0 shares | |
REIT - Specialty Real Estate | $13.3M | 2.96% | — | 0.04% 130.6K shares | |
Drug Manufacturers - General Healthcare | $13.0M | 2.90% | — | 0.01% 155.5K shares | |
Software - Infrastructure Technology | $12.6M | 2.81% | — | 0.00% 24.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in AR ASSET MANAGEMENT INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+150.0% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-3.62% |
Analytics
Portfolio insights and performance metrics for AR ASSET MANAGEMENT INC
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