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
$54.7M
AUM Growth
-$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$434K
2
+$422K
3
+$283K
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$182K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$180K

Top Sells

1
+$4.6M
2
+$3.67M
3
+$3.29M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.18M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.11M

Sector Composition

1 Technology 2.17%
2 Consumer Discretionary 0.52%
3 Energy 0.39%
4 Industrials 0.13%
5 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
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