Mary McCraw
@Arkansas Financial Group, Inc.
Latest period2024 - Q4ReportedManaged Assets$619.077MTotal 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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VOOVanguard Index Funds S&p 500 Etf
| 0% | $348,590 661 shares@ $527.37 avg price | Exited |
FXZFirst Tr Exchange Traded Fd Ii Materials Alphadex Fd Usd
| 0% | $233,031 3,476 shares@ $67.04 avg price | Exited |
SCHDSchwab Us Dividend Equity Etf
| 0% | $219,863 2,601 shares@ $84.54 avg price | Exited |
HDHome Depot
| 0% | $202,600 500 shares@ $405.2 avg price | Exited |