AT

Arvest Trust Portfolio holdings

AUM $1.68B
1-Year Est. Return 14.24%
This Fund
S&P 500
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
+$6.22M
2
+$4.16M
3
+$1.35M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.04M
5
IPG
Interpublic Group of Companies
IPG
+$856K

Top Sells

1
+$8M
2
+$5.26M
3
+$5.09M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.04M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$4.04M

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
151
– –
-891
152
– –
-2,365
153
– –
-12,171
154
– –
-9,959
3 4 5 6
7