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
$195M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.69M
3
+$1.63M
4
RAFE icon
PIMCO RAFI ESG US ETF
RAFE
+$1.54M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.35M

Top Sells

1
+$3.58M
2
+$2.07M
3
+$2.05M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$1.39M
5
AMZN icon
Amazon
AMZN
+$913K

Sector Composition

1 Consumer Discretionary 8.13%
2 Technology 8.03%
3 Financials 7.75%
4 Healthcare 6.7%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$238K 0.12%
+2,850
52
$236K 0.12%
1,600
53
$235K 0.12%
+480
54
$228K 0.12%
+1,400
55
$222K 0.11%
5,844
+444
56
$205K 0.11%
+1,234
57
$131K 0.07%
4,214
58
– –
-7,582
59
– –
-11,600
60
– –
-12,800
61
– –
-66,557
1 2
3