We are live on
!
Find out more
AGA
Arkos Global Advisors Portfolio holdings
AUM
$797M
1-Year Est. Return
15.28%
This Fund
S&P 500
This Quarter
Est. Return
+14.85%
1 Year Est. Return
+15.28%
3 Year Est. Return
+37.16%
5 Year Est. Return
+33.34%
10 Year Est. Return
–
AUM
$192M
AUM Growth
+$39.3M
(+26%)
Cap. Flow
+$17M
Cap. Flow
% of AUM
8.87%
Top 10 Holdings %
Top 10 Hldgs %
72.24%
Holding
95
New
35
Increased
12
Reduced
31
Closed
7
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
+$13.1M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$11.1M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
+$3.61M |
| 4 |
Apple
AAPL
|
+$1.47M |
| 5 |
First Trust North American Energy Infrastructure Fund
EMLP
|
+$1.45M |
Top Sells
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$4.4M |
| 2 |
HDV
iShares Core High Dividend ETF
HDV
|
+$2.73M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.06M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.93M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.73M |
Sector Composition
| 1 | Technology | 1.49% |
| 2 | Healthcare | 1.14% |
| 3 | Communication Services | 0.97% |
| 4 | Energy | 0.78% |
| 5 | Consumer Staples | 0.64% |
Similar funds
ATS
BIM
RIM
ACM
JPWM
KCPG
GWA