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
$421M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.25M
2 +$1.07M
3 +$939K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$654K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$482K

Top Sells

1 +$746K
2 +$404K
3 +$239K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$238K
5
MCD icon
McDonald's
MCD
+$203K

Sector Composition

1 Financials 0.47%
2 Healthcare 0.2%
3 Technology 0.18%
4 Consumer Staples 0.16%
5 Industrials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,801