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
$610M
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$1.44M
2 +$1.03M
3 +$932K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$882K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$767K

Sector Composition

1 Financials 0.49%
2 Technology 0.38%
3 Consumer Discretionary 0.17%
4 Healthcare 0.14%
5 Consumer Staples 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$217K 0.04%
+10,532
77
$203K 0.03%
500
-100
78
$20.1K ﹤0.01%
+887,159
79
-2,262