ABTD

Arvest Bank Trust Division Portfolio holdings

AUM $1.71B
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1 +$14.2M
2 +$11.8M
3 +$4.98M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.64M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$757K

Top Sells

1 +$15.8M
2 +$15.6M
3 +$5.37M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.14M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.93M

Sector Composition

1 Financials 12.69%
2 Technology 11.78%
3 Healthcare 10.49%
4 Industrials 8.2%
5 Energy 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-143,437
102
-218,561
103
-304,372