AGA
Arkos Global Advisors Portfolio holdings
AUM
$721M
This Quarter Return
+5.96%
1 Year Return
+11.21%
3 Year Return
+31.36%
5 Year Return
+43.43%
10 Year Return
–
AUM
$721M
AUM Growth
+$721M
(+5.9%)
Cap. Flow
+$2.81M
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
71.69%
Holding
137
New
8
Increased
44
Reduced
42
Closed
6
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$24.3M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$5.11M |
| 3 |
iShares Silver Trust
SLV
|
$3.22M |
| 4 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
$3M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.39M |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$10.3M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$7.44M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$5.48M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$4.58M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.53M |
Sector Composition
| 1 | Technology | 1.12% |
| 2 | Financials | 0.59% |
| 3 | Consumer Staples | 0.58% |
| 4 | Energy | 0.45% |
| 5 | Communication Services | 0.38% |
