AA

Argent Advisors Portfolio holdings

AUM $358M
1-Year Est. Return 17.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$2.3M
2 +$1.67M
3 +$901K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$772K
5
GILD icon
Gilead Sciences
GILD
+$630K

Top Sells

1 +$2.85M
2 +$1.64M
3 +$1.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.34M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$896K

Sector Composition

1 Financials 11.16%
2 Technology 9.22%
3 Healthcare 7.55%
4 Energy 7.26%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,435