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
$247M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1M
3
+$680K
4
RAFE icon
PIMCO RAFI ESG US ETF
RAFE
+$495K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K

Top Sells

1
+$2.62M
2
+$1.64M
3
+$756K
4
WFC icon
Wells Fargo
WFC
+$504K
5
EDIT icon
Editas Medicine
EDIT
+$294K

Sector Composition

1 Financials 7.82%
2 Consumer Discretionary 7.46%
3 Technology 6.41%
4 Healthcare 5.31%
5 Communication Services 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 1.28%
121,380
+26,191
27
$3.12M 1.27%
26,343
+38
28
$3.03M 1.23%
39,707
+5,888
29
$2.88M 1.17%
13,606
+227
30
$2.85M 1.16%
27,178
+9,555
31
$2.79M 1.13%
27,020
-220
32
$2.68M 1.09%
25,900
-180
33
$2.19M 0.89%
33,927
+26,438
34
$1.73M 0.7%
4,339
+876
35
$1.7M 0.69%
17,915
+2,600
36
$1.47M 0.6%
6,247
-400
37
$1.31M 0.53%
14,735
+914
38
$1.28M 0.52%
22,905
39
$1.25M 0.51%
20,547
+1,883
40
$1.15M 0.47%
12,375
41
$1.1M 0.45%
6,849
42
$885K 0.36%
2,234
43
$850K 0.34%
34,248
+2,427
44
$699K 0.28%
3,300
45
$664K 0.27%
21,710
+1,268
46
$659K 0.27%
4,008
-175
47
$563K 0.23%
3,400
48
$373K 0.15%
3,063
+63
49
$345K 0.14%
3,000
-310
50
$341K 0.14%
5,844
1
2
3