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
ISTBIshares Core 1-5 Year Usd Bond Etf Recent Activity Decreased -6.08%	1.17%	$7.225M 151,249 shares@ $47.78 avg price	Decreased -6.08%
IJRIshares Sp Smallcap 600 Index Recent Activity Decreased -1.46%	1.11%	$6.812M 59,120 shares@ $115.23 avg price	Decreased -1.46%
SCHESchwab Strategic Tr Emerging Mkts Equity Etf Recent Activity Decreased -3.05%	0.97%	$5.993M 225,053 shares@ $26.63 avg price	Decreased -3.05%
SPYS&p 500 Depository Receipts Recent Activity Decreased -7.65%	0.91%	$5.611M 9,574 shares@ $586.11 avg price	Decreased -7.65%
USMVIshares Edge Msci Min Vol Usa Etf Recent Activity Decreased -0.68%	0.65%	$4.007M 45,127 shares@ $88.79 avg price	Decreased -0.68%
RSPFInvesco S&p 500 Fin. Equal Weight Recent Activity Decreased -3.68%	0.44%	$2.714M 37,501 shares@ $72.38 avg price	Decreased -3.68%
IGVIshares Tr Expanded Tech Recent Activity Decreased -0.98%	0.27%	$1.634M 16,319 shares@ $100.12 avg price	Decreased -0.98%
AAPLApple Inc. Recent Activity Decreased -5.79%	0.27%	$1.619M 6,465 shares@ $250.41 avg price	Decreased -5.79%
IGEIshares S&p North Amer Nat Res Recent Activity Decreased -96.38%	0.23%	$1.372M 32,113 shares@ $42.73 avg price	Decreased -96.38%
ACWVIshares Edge Msci Min Vol Glbl Etf Recent Activity Decreased -3.03%	0.21%	$1.279M 11,709 shares@ $109.21 avg price	Decreased -3.03%