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
101
$437K 0.03%
880
+4
102
$384K 0.02%
6,043
103
$365K 0.02%
1,304
+134
104
$345K 0.02%
10,100
+1,400
105
$326K 0.02%
4,096
106
$320K 0.02%
3,819
+171
107
$316K 0.02%
+1,801
108
$288K 0.02%
2,347
-169
109
$275K 0.02%
3,663
+1
110
$272K 0.02%
+1,362
111
$270K 0.02%
873
-210
112
$267K 0.02%
4,506
113
$255K 0.02%
11,736
114
$254K 0.02%
2,396
+158
115
$253K 0.02%
1,122
-57
116
$245K 0.02%
356
-17
117
$244K 0.02%
1,521
+76
118
$243K 0.02%
+6,414
119
$242K 0.02%
2,204
120
$239K 0.01%
+6,093
121
$235K 0.01%
286
-4
122
$231K 0.01%
2,286
+110
123
$231K 0.01%
+1,720
124
$231K 0.01%
2,985
+31
125
$218K 0.01%
1,198
-84
3 4
5
6 7