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
$152M
AUM Growth
-$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$2.6M
2 +$1.54M
3 +$257K
4
T icon
AT&T
T
+$241K
5
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$201K

Sector Composition

1 Technology 8.16%
2 Healthcare 5.33%
3 Communication Services 4.23%
4 Energy 3.89%
5 Consumer Discretionary 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$216K 0.14%
2,005
+155
52
$205K 0.13%
1,700
-400
53
$200K 0.13%
3,115
54
$148K 0.1%
11,492
55
-25,046