AGA
Arkos Global Advisors Portfolio holdings
AUM
$785M
1-Year Est. Return
11.57%
1 Year Est. Return
+11.57%
AUM
$721M
AUM Growth
+$40.1M
(+5.9%)
Holding
137
Top Buys
| 1 | +$24.3M | |
| 2 | +$5.11M | |
| 3 | +$3.22M | |
| 4 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$3M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.39M |
Top Sells
| 1 | +$10.3M | |
| 2 | +$7.44M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Cloudflare
NET
$73.8B
| $231K | 0.03% |
+1,180
|
|
||
127
Amplify Cybersecurity ETF
HACK
$2.31B
| $219K | 0.03% |
+2,534
|
|
||
128
iShares S&P 500 Growth ETF
IVW
$66.2B
| $218K | 0.03% |
+1,984
|
|
||
129
3M
MMM
$90.6B
| $204K | 0.03% |
+1,340
|
|
||
130
Uber
UBER
$190B
| $203K | 0.03% |
+2,179
|
|
||
131
Patterson-UTI
PTEN
$2.22B
| $72K | 0.01% |
12,100
|
|
||
|
AMRN
132
Amarin Corp
AMRN
$340M
| – | – |
-500
|
|
||
133
ARK Innovation ETF
ARKK
$8.03B
| – | – |
-8,394
|
|
||
|
DSM
134
BNY Mellon Strategic Municipal Bond Fund
DSM
$300M
| – | – |
-11,752
|
|
||
135
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$633M
| – | – |
-14,000
|
|
||
|
PMM
136
Putnam Managed Municipal Income
PMM
$262M
| – | – |
-10,049
|
|
||
137
SLB Ltd
SLB
$55.2B
| – | – |
-5,917
|
|