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
$491M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$7.49M
3
+$6.02M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.08M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$732K

Top Sells

1
+$12.3M
2
+$7.52M
3
+$3.71M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.47M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.7M

Sector Composition

1 Technology 1.11%
2 Financials 0.51%
3 Consumer Staples 0.49%
4 Energy 0.46%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9K ﹤0.01%
500
102
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-4,100
103
– –
-4,171
104
– –
-1,243
105
– –
-1,536
106
– –
-5,955
107
– –
-5,543
108
– –
-2,118
109
– –
-1,647
110
– –
-1,509
111
– –
-3,345
112
– –
-4,064
1 2 3 4
5