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
51
$209K 0.12%
9,863
52
$189K 0.11%
4,233
-913
53
$155K 0.09%
15,700
-3,000
54
$109K 0.06%
8,892
55
– –
-1,861
1 2
3