ARC

Advisor Resource Council Portfolio holdings

AUM $204M
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
-$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1 +$28.9M
2 +$26.2M
3 +$8.04M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$7.87M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$3.28M

Top Sells

1 +$9.43M
2 +$8.28M
3 +$6.04M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.56M
5
JPM icon
JPMorgan Chase
JPM
+$4.43M

Sector Composition

1 Technology 2.01%
2 Consumer Discretionary 0.75%
3 Financials 0.49%
4 Energy 0.34%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-485
277
-286
278
-13,053
279
-2,077
280
-890