AGA

Arkos Global Advisors Portfolio holdings

AUM $780M
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$721M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$4.86M
3
+$3M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$2.75M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.31M

Top Sells

1
+$9.8M
2
+$7.4M
3
+$5.07M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.23M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.5M

Sector Composition

1 Technology 1.12%
2 Financials 0.59%
3 Consumer Staples 0.58%
4 Energy 0.45%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$316K 0.04%
1,274
102
$315K 0.04%
7,284
+1,343
103
$312K 0.04%
2,514
104
$308K 0.04%
3,498
-460
105
$299K 0.04%
4,214
106
$296K 0.04%
2,672
107
$292K 0.04%
3,527
108
$283K 0.04%
47,727
109
$281K 0.04%
+2,064
110
$279K 0.04%
1,024
+38
111
$278K 0.04%
23,320
112
$276K 0.04%
3,492
-261
113
$265K 0.04%
946
114
$264K 0.04%
829
+53
115
$260K 0.04%
1,236
116
$256K 0.04%
5,900
117
$256K 0.04%
1,469
118
$248K 0.03%
1,885
119
$248K 0.03%
2,710
120
$245K 0.03%
+1,337
121
$240K 0.03%
1,098
+12
122
$237K 0.03%
14,952
123
$236K 0.03%
225
124
$233K 0.03%
+7,116
125
$233K 0.03%
4,804
-177
2 3 4
5
6