AGA
Arkos Global Advisors Portfolio holdings
AUM
$721M
This Quarter Return
+6.09%
1 Year Return
+11.21%
3 Year Return
+31.36%
5 Year Return
+43.43%
10 Year Return
–
AUM
$392M
AUM Growth
+$392M
(+17%)
Cap. Flow
+$38.9M
Cap. Flow
% of AUM
9.9%
Top 10 Holdings %
Top 10 Hldgs %
74.44%
Holding
98
New
13
Increased
33
Reduced
24
Closed
6
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$16.5M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$8.02M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$6.69M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$3.67M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2M |
Top Sells
Sector Composition
| 1 | Technology | 0.76% |
| 2 | Financials | 0.57% |
| 3 | Consumer Staples | 0.51% |
| 4 | Energy | 0.39% |
| 5 | Communication Services | 0.36% |
