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
$1.74B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1 +$137M
2 +$119M
3 +$102M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$69.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$58.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.64%
2 Healthcare 5.09%
3 Financials 4.63%
4 Industrials 4.49%
5 Consumer Discretionary 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$249K 0.01%
+2,945
127
$245K 0.01%
+679
128
$244K 0.01%
+1,624
129
$243K 0.01%
+944
130
$223K 0.01%
+2,774
131
$218K 0.01%
+968
132
$211K 0.01%
+1,643
133
$206K 0.01%
+923
134
$204K 0.01%
+4,980
135
$202K 0.01%
+746
136
$115K 0.01%
+17,635