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%
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%
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%
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%
IYHIshares Us Healthcare Etf Recent Activity Increased 12.6%	0.93%	$5.721M 98,173 shares@ $58.27 avg price	Increased 12.6%
SPYS&p 500 Depository Receipts Recent Activity Decreased -7.65%	0.91%	$5.611M 9,574 shares@ $586.11 avg price	Decreased -7.65%
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%