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AGA
Arkos Global Advisors Portfolio holdings
AUM
$797M
1-Year Est. Return
15.28%
This Fund
S&P 500
This Quarter
Est. Return
+6.18%
1 Year Est. Return
+15.28%
3 Year Est. Return
+37.16%
5 Year Est. Return
+33.34%
10 Year Est. Return
–
AUM
$785M
AUM Growth
+$64.5M
(+8.9%)
Cap. Flow
+$22.7M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
67.24%
Holding
171
New
40
Increased
60
Reduced
42
Closed
4
Top Buys
| 1 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$13.3M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$12M |
| 3 |
iShares Gold Trust
IAU
|
+$6.95M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$5.27M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$2.78M |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
+$17.2M |
| 2 |
Vanguard Total Bond Market
BND
|
+$16.2M |
| 3 |
iShares Silver Trust
SLV
|
+$5.2M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.41M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.14M |
Sector Composition
| 1 | Technology | 2.47% |
| 2 | Financials | 1.17% |
| 3 | Consumer Discretionary | 0.73% |
| 4 | Communication Services | 0.72% |
| 5 | Consumer Staples | 0.59% |
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