AFG

Arkansas Financial Group Portfolio holdings

AUM $677M
1-Year Est. Return 8.52%
This Quarter Est. Return
1 Year Est. Return
+8.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Sells

1 +$799K
2 +$614K
3 +$418K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$185K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$111K

Sector Composition

1 Financials 0.58%
2 Consumer Staples 0.26%
3 Energy 0.14%
4 Healthcare 0.09%
5 Real Estate 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$292K 0.1%
3,445
27
$259K 0.09%
1,048
28
$253K 0.09%
+8,031
29
$245K 0.09%
1,000
30
$227K 0.08%
5,196
+12
31
$178K 0.06%
6,320