AA

Argent Advisors Portfolio holdings

AUM $324M
1-Year Est. Return 14.31%
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
-$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$3.95M
3 +$1.96M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.53M
5
MDT icon
Medtronic
MDT
+$825K

Sector Composition

1 Financials 10.13%
2 Healthcare 8.23%
3 Technology 7.82%
4 Energy 7.05%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$141K 0.08%
13,192
-1,317
127
$75K 0.04%
11,245
128
$20K 0.01%
15,000
129
-6,277
130
-1,936
131
-43,394
132
-6,970
133
-8,830
134
-2,378
135
-2,230
136
-4,958