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
$340M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.28M
3
+$1.21M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.12M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$1.01M

Top Sells

1
+$686K
2
+$439K
3
+$370K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$251K
5
XOM icon
Exxon Mobil
XOM
+$234K

Sector Composition

1 Financials 0.61%
2 Consumer Staples 0.26%
3 Industrials 0.18%
4 Healthcare 0.17%
5 Technology 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.31%
55,000
-19,441
27
$875K 0.26%
18,750
-105
28
$637K 0.19%
12,064
+221
29
$616K 0.18%
+2,879
30
$519K 0.15%
+5,393
31
$462K 0.14%
7,656
32
$397K 0.12%
26,191
33
$346K 0.1%
7,907
-529
34
$329K 0.1%
2,211
35
$305K 0.09%
4,900
-175
36
$258K 0.08%
2,232
-60
37
$252K 0.07%
2,913
38
$238K 0.07%
1,048
39
$212K 0.06%
+950
40
$189K 0.06%
5,242
-194
41
– –
-5,249
1
2