AFG
Arkansas Financial Group Portfolio holdings
AUM
$677M
1-Year Est. Return
8.52%
1 Year Est. Return
+8.52%
AUM
$647M
AUM Growth
+$68.3M
(+12%)
Holding
83
Top Buys
| 1 | +$1.26M | |
| 2 | +$1.25M | |
| 3 | +$817K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$804K |
| 5 |
Apple
AAPL
|
+$420K |
Top Sells
| 1 | +$1.35M | |
| 2 | +$877K | |
| 3 | +$680K | |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$617K |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$412K |
Sector Composition
| 1 | Technology | 0.49% |
| 2 | Financials | 0.49% |
| 3 | Consumer Discretionary | 0.13% |
| 4 | Consumer Staples | 0.13% |
| 5 | Healthcare | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
| $231K | 0.04% |
1,962
+36
|
|
||
77
Public Storage
PSA
$50.7B
| $223K | 0.03% |
766
|
|
||
78
Schwab US Dividend Equity ETF
SCHD
$69.9B
| $216K | 0.03% |
+7,889
|
|
||
79
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
| $213K | 0.03% |
2,591
+98
|
|
||
80
Oracle
ORCL
$785B
| $203K | 0.03% |
+867
|
|
||
81
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.66B
| $202K | 0.03% |
+2,441
|
|
||
|
PRMB
82
Primo Brands
PRMB
$8.03B
| – | – |
-6,181
|
|
||
83
Becton Dickinson
BDX
$52B
| – | – |
-1,022
|
|