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
$141M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.03M
3
+$480K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$387K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$304K

Top Sells

1
+$291K
2
+$276K
3
+$228K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$186K
5
MPC icon
Marathon Petroleum
MPC
+$127K

Sector Composition

1 Materials 0.43%
2 Technology 0.36%
3 Energy 0.35%
4 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$67K 0.05%
+38,152
52
$11K 0.01%
+10,985
53
– –
-2,958
54
– –
-5,917
55
– –
-4,570
1 2
3