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
$1.61B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.41M
3
+$2.3M
4
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$1.75M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.44M

Top Sells

1
+$4.31M
2
+$4.07M
3
+$1.92M
4
LOW icon
Lowe's Companies
LOW
+$1.84M
5
AAPL icon
Apple
AAPL
+$1.8M

Sector Composition

1 Technology 11.43%
2 Industrials 5.43%
3 Healthcare 5.23%
4 Financials 4.43%
5 Consumer Staples 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$296K 0.02%
+2,100
102
$294K 0.02%
+5,600
103
$290K 0.02%
1,954
-3
104
$273K 0.02%
1,247
+12
105
$259K 0.02%
+1,580
106
$251K 0.02%
3,266
107
$249K 0.02%
3,007
-400
108
$244K 0.02%
8,100
-5,760
109
$244K 0.02%
1,043
+10
110
$238K 0.01%
2,859
-145
111
$228K 0.01%
1,061
+21
112
$209K 0.01%
+554
113
$201K 0.01%
+1,032
114
– –
-13,520
1 2 3 4
5