Mary McCraw

@Arkansas Financial Group, Inc.

Latest period2024 - Q4

Reported2d 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
IAUIshares Gold Trust Recent Activity Increased 38.48%	0.09%	$527,282 10,650 shares@ $49.52 avg price	Increased 38.48%
SCHFSchwab Strategic Tr Intl Equity Etf Recent Activity Increased 116.62%	0.04%	$211,030 11,407 shares@ $18.51 avg price	Increased 116.62%
USRTIshares Tr Cre Us Reit Etf Recent Activity Increased 4.38%	0.04%	$210,729 3,677 shares@ $57.32 avg price	Increased 4.38%