AFG
Arkansas Financial Group Portfolio holdings
AUM
$647M
This Quarter Return
+4.68%
1 Year Return
+9.55%
3 Year Return
+27.81%
5 Year Return
+43.29%
10 Year Return
+83.52%
AUM
$498M
AUM Growth
+$498M
(+9.4%)
Cap. Flow
+$22.6M
Cap. Flow
% of AUM
4.53%
Top 10 Holdings %
Top 10 Hldgs %
78.55%
Holding
47
New
4
Increased
21
Reduced
13
Closed
–
Top Buys
| 1 |
iShares US Real Estate ETF
IYR
|
$5.94M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$3.48M |
| 3 |
Invesco QQQ Trust
QQQ
|
$3.11M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$3.01M |
| 5 |
iShares US Medical Devices ETF
IHI
|
$2.59M |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.82M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.05M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.83M |
| 4 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
$189K |
| 5 |
Apple
AAPL
|
$134K |
Sector Composition
| 1 | Financials | 0.54% |
| 2 | Technology | 0.21% |
| 3 | Consumer Staples | 0.18% |
| 4 | Healthcare | 0.18% |
| 5 | Industrials | 0.16% |
