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
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