AGA

Arkos Global Advisors Portfolio holdings

AUM $785M
1-Year Est. Return 11.57%
This Quarter Est. Return
1 Year Est. Return
+11.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$14.1M
3
+$11.8M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.92M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.71M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.72%
2 Materials 0.49%
3 Technology 0.26%
4 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$136K 0.11%
+500
52
$103K 0.08%
+43,741
53
$61K 0.05%
+16,552
54
$10K 0.01%
+12,782
1 2
3