ARC
Advisor Resource Council Portfolio holdings
AUM
$204M
This Quarter Return
-2.44%
1 Year Return
+12.5%
3 Year Return
+54.67%
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(-12%)
Cap. Flow
-$7.85M
Cap. Flow
% of AUM
-5.19%
Top 10 Holdings %
Top 10 Hldgs %
44.64%
Holding
171
New
16
Increased
56
Reduced
68
Closed
20
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$3.25M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.7M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.03M |
| 4 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$931K |
| 5 |
SPDR SSGA Ultra Short Term Bond ETF
ULST
|
$809K |
Sector Composition
| 1 | Technology | 14.11% |
| 2 | Financials | 4.25% |
| 3 | Consumer Discretionary | 2.65% |
| 4 | Communication Services | 2.52% |
| 5 | Industrials | 1.93% |
