---
title: How Do I Get AUM Values Within a Specific Period?
description: How to pull Asset Under Management values within a specific time period.
---

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# How Do I Get AUM Values Within a Specific Period?

## How to pull Asset Under Management values within a specific time period.

**Formula**

=ALLOCATOR\_AUM\_ARRAY( *\[Text\]* ID, *\[Text\]* Tag = Fund, *\[Date\]* Start Date, *\[Date\]* End Date, *\[Text\]* ShareClass Name)

**Arguments**

**ID** - Required - *Text -* ***Eg****: fdedb7                            * The Fund, Company, Series, Portfolio ID.

**Tag** - Optional - *Text -* ***Default****: Fund                    * The Tag.

**Start Date** - Optional - *Date -* ***Eg****: 2021-01-01      * The start date in YYYY-MM-DD format.

**End Date** - Optional - *Date -* ***Eg****: 2021-12-31        * The end date in YYYY-MM-DD format.

**ShareClass Name** - Hypothetical – *Text                * The ShareClass name, applies only if the Tag is "ShareClass”.

**Example**

The Company AUM of Fund “fdedb7” during the year 2021.        

=ALLOCATOR\_AUM\_ARRAY( "fdedb7","Company","2021-01-01","2021-12-31")

![](https://www.allocator.com/hubfs/image-png-Aug-18-2022-01-41-33-32-PM.png)

**Remarks**

![](https://www.allocator.com/hubfs/image-png-Aug-18-2022-01-41-47-49-PM.png) If you provide a company token, Tag will be ignored and **AUM Value** will return values for Tag = Firm.

*![](https://www.allocator.com/hubfs/image-png-Aug-18-2022-01-42-08-03-PM.png) \[ShareClass Name\]* This apply only if Tag = Share Class.

*![](https://www.allocator.com/hubfs/image-png-Aug-18-2022-01-41-55-17-PM.png) \[Tag\]* *Fund* is the default value.

*![](https://www.allocator.com/hubfs/image-png-Aug-18-2022-01-41-57-68-PM.png) \[Month\]* The date field is not format sensitive if you input a cell reference.

*![](https://www.allocator.com/hubfs/image-png-Aug-18-2022-01-42-00-10-PM.png) \[ShareClass Name\]* If the class name is not specified, the class name of the default series will be used.

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