AT

Arvest Trust Portfolio holdings

AUM $1.68B
1-Year Est. Return 14.24%
This Quarter Est. Return
1 Year Est. Return
+14.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.24M
3
+$1.09M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.01M
5
IPG icon
Interpublic Group of Companies
IPG
+$887K

Top Sells

1
+$7.88M
2
+$5.39M
3
+$5.17M
4
LEG icon
Leggett & Platt
LEG
+$4.82M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.97M

Sector Composition

1 Technology 9.68%
2 Healthcare 6.07%
3 Industrials 4.51%
4 Financials 4.5%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.17M 0.14%
26,267
+6,098
77
$2.11M 0.13%
218,868
+18,299
78
$2.01M 0.13%
40,140
79
$2.01M 0.13%
15,798
+3,801
80
$1.93M 0.12%
56,456
+12,962
81
$1.53M 0.1%
14,771
+457
82
$1.43M 0.09%
3,469
-531
83
$1.02M 0.06%
2,152
+138
84
$962K 0.06%
11,578
85
$943K 0.06%
1,636
+11
86
$931K 0.06%
2
87
$896K 0.06%
3,036
-649
88
$836K 0.05%
8,247
-1,391
89
$762K 0.05%
27,440
+10,360
90
$758K 0.05%
2,086
+155
91
$688K 0.04%
12,458
92
$658K 0.04%
6,326
-327
93
$584K 0.04%
2,813
-703
94
$577K 0.04%
9,294
-94
95
$545K 0.03%
7,073
-209
96
$496K 0.03%
8,760
+690
97
$488K 0.03%
2,165
-304
98
$473K 0.03%
4,861
-38
99
$447K 0.03%
3,644
+806
100
$442K 0.03%
4,257
+708
2 3
4
5 6