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AGA

Arkos Global Advisors Portfolio holdings

AUM $797M
1-Year Est. Return 15.28%
This Fund
S&P 500
This Quarter Est. Return
+0.35%
1 Year Est. Return
+15.28%
3 Year Est. Return
+37.16%
5 Year Est. Return
+33.34%
10 Year Est. Return
–
AUM
$797M
AUM Growth
+$16.7M
Cap. Flow
+$17.6M
Cap. Flow %
2.21%
Top 10 Hldgs %
68.75%
Holding
203
New
79
Increased
42
Reduced
49
Closed
4

Top Buys

1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.97M
2
PSLV icon
Sprott Physical Silver Trust
PSLV
+$3.84M
3
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$2.38M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.19M
5
COIN icon
Coinbase
COIN
+$1.34M

Top Sells

1
SILJ icon
Amplify Junior Silver Miners ETF
SILJ
+$7.92M
2
MUB icon
iShares National Muni Bond ETF
MUB
+$2.63M
3
PGX icon
Invesco Preferred ETF
PGX
+$1.02M
4
XOM icon
ExxonMobil
XOM
+$938K
5
REET icon
iShares Global REIT ETF
REET
+$883K

Sector Composition

1 Technology 1.36%
2 Financials 0.74%
3 Consumer Staples 0.57%
4 Energy 0.56%
5 Communication Services 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIS icon
101
Vanguard Industrials ETF
VIS
$8.17B
$295K 0.04%
946
– –
RY icon
102
Royal Bank of Canada
RY
$303B
$288K 0.04%
1,780
– –
SHY icon
103
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$281K 0.04%
3,407
– –
PG icon
104
Procter & Gamble
PG
$345B
$265K 0.03%
1,834
-1,037
-36% -$157K
HR icon
105
Healthcare Realty
HR
$7.16B
$254K 0.03%
14,952
– –
JUST icon
106
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$561M
$250K 0.03%
2,705
-38
-1% -$3.67K
BSX icon
107
Boston Scientific
BSX
$64B
$249K 0.03%
3,962
– –
ORCL icon
108
Oracle
ORCL
$382B
$245K 0.03%
+1,667
New +$271K
GS icon
109
Goldman Sachs
GS
$340B
$244K 0.03%
289
– –
EWJ icon
110
iShares MSCI Japan ETF
EWJ
$22.3B
$242K 0.03%
+2,865
New +$248K
PLTR icon
111
Palantir
PLTR
$321B
$234K 0.03%
1,602
-252
-14% -$38.5K
XLP icon
112
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$234K 0.03%
+2,851
New +$240K
STPZ icon
113
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$515M
$231K 0.03%
4,263
-12
-0.3% -$647
NZF icon
114
Nuveen Municipal Credit Income Fund
NZF
$2.46B
$230K 0.03%
18,890
-3,368
-15% -$42.5K
NAD icon
115
Nuveen Quality Municipal Income Fund
NAD
$2.79B
$226K 0.03%
19,668
-3,500
-15% -$42.1K
PM icon
116
Philip Morris
PM
$282B
$223K 0.03%
1,346
– –
UBER icon
117
Uber
UBER
$148B
$223K 0.03%
+3,103
New +$239K
TSM icon
118
TSMC
TSM
$2.18T
$221K 0.03%
654
-17
-3% -$5.85K
NKE icon
119
Nike
NKE
$63.3B
$220K 0.03%
4,164
-50
-1% -$3.03K
TPLC icon
120
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$302M
$220K 0.03%
4,734
+94
+2% +$4.46K
LRCX icon
121
Lam Research
LRCX
$419B
$205K 0.03%
+960
New +$215K
FYX icon
122
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.36B
$198K 0.02%
+1,657
New +$200K
EEMA icon
123
iShares MSCI Emerging Markets Asia ETF
EEMA
$872M
$194K 0.02%
+2,031
New +$203K
HACK icon
124
Amplify Cybersecurity ETF
HACK
$2.76B
$191K 0.02%
2,544
-62
-2% -$4.78K
NOW icon
125
ServiceNow
NOW
$108B
$190K 0.02%
+1,816
New +$214K
3 4
5
6 7

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