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
MUBIshares S&p National Municipal Bond Fund Recent Activity Increased 8.06%	1.22%	$7.542M 70,783 shares@ $106.56 avg price	Increased 8.06%
FMBFirst Tr Exch Traded Fd Iii Managd Mun Etf Recent Activity Increased 1.64%	1.03%	$6.342M 124,323 shares@ $51.01 avg price	Increased 1.64%
IYHIshares Us Healthcare Etf Recent Activity Increased 12.6%	0.93%	$5.721M 98,173 shares@ $58.27 avg price	Increased 12.6%
BNDXVanguard Charlotte Total Intl Bd Index Fd Etf Recent Activity Increased 27.28%	0.84%	$5.148M 104,963 shares@ $49.06 avg price	Increased 27.28%
IYRIshares Us Real Estate Etf Recent Activity Increased 0.26%	0.83%	$5.112M 54,938 shares@ $93.06 avg price	Increased 0.26%
SPSMSpdr Portfolio S&p 600 Small Cap Etf Recent Activity Increased 24.21%	0.7%	$4.314M 96,037 shares@ $44.92 avg price	Increased 24.21%
XLRESelect Sector Spdr Tr Rl Est Sel Sec Recent Activity Increased 10.85%	0.58%	$3.546M 87,184 shares@ $40.68 avg price	Increased 10.85%
ONEQFidelity Nasdaq Composite Index Etf Recent Activity Increased 2.33%	0.57%	$3.511M 46,160 shares@ $76.07 avg price	Increased 2.33%
FIWFirst Trust Water Etf Recent Activity Increased 48.18%	0.46%	$2.835M 27,777 shares@ $102.06 avg price	Increased 48.18%
REZIshares Tr Residential And Multisector Real Estate Etf Recent Activity Increased 8.79%	0.39%	$2.398M 29,598 shares@ $81.03 avg price	Increased 8.79%