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
$274M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$788K
2
+$623K
3
+$403K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$378K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$373K

Top Sells

1
+$429K
2
+$301K
3
+$281K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$253K
5
PG icon
Procter & Gamble
PG
+$201K

Sector Composition

1 Technology 11.81%
2 Consumer Discretionary 6.12%
3 Healthcare 6%
4 Financials 5.99%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 1.2%
42,743
+2
27
$3.21M 1.17%
4,648
+52
28
$3.1M 1.13%
129,456
+12,692
29
$2.97M 1.08%
30,002
-130
30
$2.83M 1.03%
31,748
+126
31
$2.65M 0.97%
5,947
+244
32
$1.91M 0.7%
35,056
+1,642
33
$1.88M 0.69%
25,021
+1,380
34
$1.77M 0.64%
20,979
-3
35
$1.66M 0.61%
44,943
-407
36
$1.52M 0.56%
4,470
-124
37
$1.18M 0.43%
49,851
+2,229
38
$1.08M 0.39%
5,112
39
$937K 0.34%
38,566
40
$922K 0.34%
35,154
+1,984
41
$741K 0.27%
11,395
42
$735K 0.27%
20,050
-108
43
$703K 0.26%
4,084
44
$607K 0.22%
2,557
-30
45
$490K 0.18%
3,938
+53
46
$405K 0.15%
806
47
$378K 0.14%
3,524
-20
48
$375K 0.14%
10,695
49
$328K 0.12%
5,865
-6
50
$325K 0.12%
+4,209
1
2
3