AFA

Arlington Financial Advisors Portfolio holdings

AUM $680M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$574K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$356K
3
+$269K
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$261K
5
XOM icon
Exxon Mobil
XOM
+$201K

Top Sells

1
+$204K
2
+$153K
3
+$143K
4
AAPL icon
Apple
AAPL
+$123K
5
BA icon
Boeing
BA
+$76.1K

Sector Composition

1 Technology 10.45%
2 Healthcare 7.09%
3 Financials 5.43%
4 Communication Services 5.24%
5 Energy 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 1.32%
32,751
+2,840
27
$2.23M 1.28%
40,592
-2,787
28
$2.1M 1.2%
27,566
+740
29
$2.05M 1.17%
34,251
+1,480
30
$1.94M 1.11%
5,100
-200
31
$1.93M 1.1%
31,520
+160
32
$1.9M 1.09%
38,180
+709
33
$1.61M 0.92%
26,500
+120
34
$1.22M 0.7%
35,783
+1,995
35
$986K 0.56%
7,094
-130
36
$963K 0.55%
10,946
+373
37
$942K 0.54%
6,849
-60
38
$871K 0.5%
2,918
-83
39
$711K 0.41%
4,135
-165
40
$612K 0.35%
12,260
-232
41
$505K 0.29%
8,150
+850
42
$420K 0.24%
14,794
+540
43
$419K 0.24%
22,251
-636
44
$340K 0.19%
6,362
45
$326K 0.19%
3,000
46
$271K 0.15%
10,666
+2,305
47
$270K 0.15%
9,000
-1,000
48
$256K 0.15%
1,838
49
$250K 0.14%
560
-55
50
$229K 0.13%
1,615
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