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
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%
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%
STIPIshares 0-5 Year Tips Bond Etf Recent Activity Increased 21.53%	2.32%	$14.305M 142,194 shares@ $100.61 avg price	Increased 21.53%
SPBOSpdr Ser Tr Portfolio Crport Recent Activity Increased 39.24%	2.15%	$13.256M 462,865 shares@ $28.65 avg price	Increased 39.24%
VGTVanguard Sector Idx Fds Informatn Recent Activity Increased 7.08%	1.85%	$11.392M 18,322 shares@ $621.79 avg price	Increased 7.08%
EMXCIshares Msci Emr Mrk Ex Chna Recent Activity Increased 11.59%	1.75%	$10.809M 194,924 shares@ $55.45 avg price	Increased 11.59%
IHIIshares Us Med Dvc Etf Recent Activity Increased 2.91%	1.73%	$10.694M 183,268 shares@ $58.35 avg price	Increased 2.91%
FDMFirst Tr Dj Select Microcap Index Fd Recent Activity Increased 2.62%	1.66%	$10.265M 150,610 shares@ $68.16 avg price	Increased 2.62%