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ARKANSAS FINANCIAL GROUP, INC.

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LITTLE ROCK AR Investment Advisor
13F Summary
Arkansas Financial Group is based out of Little Rock. Arkansas Financial Group is a large advisory firm with 327 clients and discretionary assets under management (AUM) of $667,274,942 (Form ADV from 2023-03-27). Their last reported 13F filing for Q4 2023 included $540,887,711 in managed 13F securities and a top 10 holdings concentration of 66.98%. Arkansas Financial Group's largest holding is SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST with shares held of 232,483. Whalewisdom has at least 41 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $0.54b, Prior: $491m
New Purchases 2 stocks
Added To 34 stocks
Sold out of 0 stocks
Reduced holdings in 22 stocks
Top 10 Holdings % 66.98%
Turnover %[1] 2.99%
Turnover Alt %[2] 1.31%
Time Held Top 20 18.3 quarters
Time Held Top 10 25.1 quarters
Time Held All 16.03 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance