Mary McCraw

@Arkansas Financial Group, Inc.

Latest period2024 - Q3

Reported3mo 13d ago

Managed Assets$610.424M

Total holdings78

Assets growth rate8.69%

Assets growth rate (2-Q avg)3.77%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Arkansas Financial Group, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 78 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 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 610.424M in assets, with a quarterly growth rate of 8.69% and a 2-quarter average growth rate of 3.77%. The portfolio is managed by Mary McCraw, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DIASpdr Dow Jones Indl Avg Etf Recent Activity Increased 1.04%	16.35%	$99.778M 235,814 shares@ $423.12 avg price	Increased 1.04%
IJHIshares Tr S&p Midcap 400 Index Recent Activity Decreased -0.75%	11.67%	$71.19M 1.142M shares@ $62.33 avg price	Decreased -0.75%
VOVanguard Midcap Viper Recent Activity Decreased -0.89%	7.34%	$44.765M 169,672 shares@ $263.84 avg price	Decreased -0.89%
IGSBIshares Short Term Corporat Bd Etf Recent Activity Decreased -3.31%	6.88%	$41.941M 796,457 shares@ $52.67 avg price	Decreased -3.31%
IVVIshares S&p 500 Index Recent Activity Increased 1.47%	5.35%	$32.614M 56,541 shares@ $576.82 avg price	Increased 1.47%
SPSBSpdr Portfolio Short Term Corporate Bond Etf Recent Activity Increased 21.62%	4.88%	$29.787M 983,719 shares@ $30.29 avg price	Increased 21.62%
TIPIshares Barclays Tips Bond Recent Activity Decreased -3.08%	3.96%	$24.132M 218,449 shares@ $110.48 avg price	Decreased -3.08%
IGIBIshares Intermediate-term Recent Activity Increased 1.42%	3.52%	$21.472M 399,695 shares@ $53.73 avg price	Increased 1.42%
QQQInvesco Qqq Tr Unit Ser 1 Recent Activity Increased 22.1%	3.01%	$18.342M 37,581 shares@ $488.07 avg price	Increased 22.1%
SUBIshares Short-term National Muni Bond Etf Recent Activity Increased 3.05%	2.81%	$17.143M 161,433 shares@ $106.19 avg price	Increased 3.05%