AFA

Arlington Financial Advisors Portfolio holdings

AUM $698M
1-Year Est. Return 17.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$8.94M
3
+$2.22M
4
TSLA icon
Tesla
TSLA
+$2.01M
5
SBUX icon
Starbucks
SBUX
+$1.95M

Top Sells

1
+$14.6M
2
+$11.4M
3
+$6.23M
4
CSCO icon
Cisco
CSCO
+$4.38M
5
KO icon
Coca-Cola
KO
+$2.37M

Sector Composition

1 Financials 8.25%
2 Technology 8.05%
3 Consumer Discretionary 7.54%
4 Healthcare 6.71%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$69K 0.05%
6,450
52
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-5,400
61
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62
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66
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-8,258
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