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
$518M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$11.7M
3
+$10.5M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.62M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.77M

Top Sells

1
+$10.4M
2
+$7.24M
3
+$6.63M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.98M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.92M

Sector Composition

1 Technology 1.07%
2 Consumer Staples 0.53%
3 Financials 0.4%
4 Energy 0.32%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12K ﹤0.01%
500
102
– –
-3,139
103
– –
-5,241
104
– –
-51,046
105
– –
-1,581
1 2 3 4
5