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
$140M
AUM Growth
-$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.78M
3
+$1.69M
4
CRM icon
Salesforce
CRM
+$1.64M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$1.62M

Top Sells

1
+$14.6M
2
+$11.4M
3
+$6.23M
4
CSCO icon
Cisco
CSCO
+$3.92M
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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-8,258
53
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-9,863
54
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-29,665
55
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-5,400
57
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-36,111
58
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-22,002
59
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-195,064
60
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-40,809
61
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-32,337
62
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-42,841
63
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-15,412
64
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-342,876
65
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-571,614
66
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-23,684
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