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
$177M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$856K
3
+$855K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$782K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$696K

Top Sells

1
+$424K
2
+$417K
3
+$402K
4
AMZN icon
Amazon
AMZN
+$356K
5
DE icon
Deere & Co
DE
+$281K

Sector Composition

1 Technology 9.1%
2 Consumer Discretionary 8.49%
3 Financials 7.94%
4 Healthcare 5.72%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$343K 0.19%
+16,045
52
$321K 0.18%
3,310
53
$261K 0.15%
900
54
$226K 0.13%
1,600
55
$203K 0.11%
+5,400
56
$143K 0.08%
4,214
57
– –
-6,450
58
– –
-4,707
1 2
3