AGA
Arkos Global Advisors Portfolio holdings
AUM
$797M
1-Year Est. Return
15.28%
This Fund
S&P 500
1 Year Est. Return
+15.28%
AUM
$797M
AUM Growth
+$16.7M
(+2.1%)
Holding
203
Top Buys
| 1 | +$4.97M | |
| 2 | +$3.84M | |
| 3 | +$2.38M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.19M |
| 5 |
Coinbase
COIN
|
+$1.34M |
Top Sells
| 1 | +$7.92M | |
| 2 | +$2.63M | |
| 3 | +$1.02M | |
| 4 |
Exxon Mobil
XOM
|
+$938K |
| 5 |
iShares Global REIT ETF
REET
|
+$883K |
Sector Composition
| 1 | Technology | 1.36% |
| 2 | Financials | 0.74% |
| 3 | Consumer Staples | 0.57% |
| 4 | Energy | 0.56% |
| 5 | Communication Services | 0.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
LEO
201
BNY Mellon Strategic Municipals
LEO
$401M
| – | – |
-45,627
|
|
||
202
MongoDB
MDB
$27B
| – | – |
-553
|
|
||
203
Amplify Junior Silver Miners ETF
SILJ
$4.04B
| – | – |
-286,200
|
|