Mary McCraw

@Arkansas Financial Group, Inc.

Latest period2024 - Q4

Reported1d ago

Managed Assets$619.077M

Total holdings75

Assets growth rate1.42%

Assets growth rate (2-Q avg)5.06%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Arkansas Financial Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Arkansas Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 619.077M in assets, with a quarterly growth rate of 1.42% and a 2-quarter average growth rate of 5.06%. The portfolio is managed by Mary McCraw, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DIASpdr Dow Jones Indl Avg Etf Recent Activity Decreased -0.74%	16.09%	$99.591M 234,055 shares@ $425.51 avg price	Decreased -0.74%
IJHIshares Tr S&p Midcap 400 Index Recent Activity Decreased -3.63%	11.08%	$68.591M 1.101M shares@ $62.31 avg price	Decreased -3.63%
VOVanguard Midcap Viper Recent Activity Decreased -3.42%	7%	$43.281M 163,861 shares@ $264.13 avg price	Decreased -3.42%
IGSBIshares Short Term Corporat Bd Etf Recent Activity Decreased -2.83%	6.47%	$40.009M 773,873 shares@ $51.7 avg price	Decreased -2.83%
IVVIshares S&p 500 Index Recent Activity Increased 2.02%	5.49%	$33.955M 57,680 shares@ $588.69 avg price	Increased 2.02%
SPSBSpdr Portfolio Short Term Corporate Bond Etf Recent Activity Increased 11.59%	5.3%	$32.775M 1.098M shares@ $29.87 avg price	Increased 11.59%
QQQInvesco Qqq Tr Unit Ser 1 Recent Activity Increased 34.84%	4.19%	$25.906M 50,674 shares@ $511.24 avg price	Increased 34.84%
TIPIshares Barclays Tips Bond Recent Activity Decreased -13.27%	3.27%	$20.186M 189,455 shares@ $106.56 avg price	Decreased -13.27%
IGIBIshares Intermediate-term Recent Activity Decreased -6.47%	3.12%	$19.255M 373,813 shares@ $51.52 avg price	Decreased -6.47%
SUBIshares Short-term National Muni Bond Etf Recent Activity Increased 3.34%	2.85%	$17.596M 166,816 shares@ $105.48 avg price	Increased 3.34%