AFG
Arkansas Financial Group Portfolio holdings
AUM
$647M
This Quarter Return
+14.6%
1 Year Return
+9.55%
3 Year Return
+27.81%
5 Year Return
+43.29%
10 Year Return
+83.52%
AUM
$317M
AUM Growth
+$317M
(+18%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
3.42%
Top 10 Holdings %
Top 10 Hldgs %
85.46%
Holding
39
New
2
Increased
23
Reduced
8
Closed
1
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$2.41M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.2M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$1.16M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.11M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$786K |
Top Sells
Sector Composition
| 1 | Financials | 0.43% |
| 2 | Consumer Staples | 0.24% |
| 3 | Healthcare | 0.17% |
| 4 | Energy | 0.07% |
| 5 | Technology | 0.07% |
