AWS

Arkfeld Wealth Strategies Portfolio holdings

AUM $291M
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$889K
3
+$860K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$724K
5
TOST icon
Toast
TOST
+$679K

Top Sells

1
+$9.4M
2
+$298K
3
+$231K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$103K
5
CASY icon
Casey's General Stores
CASY
+$76.6K

Sector Composition

1 Technology 17.55%
2 Financials 16.18%
3 Consumer Discretionary 14.31%
4 Energy 12.73%
5 Consumer Staples 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.13%
+4,798
77
– –
-444,311
1 2 3
4