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
$237M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$930K
3
+$756K
4
RAFE icon
PIMCO RAFI ESG US ETF
RAFE
+$454K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$436K

Top Sells

1
+$1.63M
2
+$774K
3
+$350K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$264K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$245K

Sector Composition

1 Consumer Discretionary 8.18%
2 Financials 7.69%
3 Technology 7.24%
4 Healthcare 5.55%
5 Communication Services 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$436K 0.18%
7,489
-27,922
52
$364K 0.15%
3,310
53
$305K 0.13%
1,400
54
$294K 0.12%
+4,200
55
$280K 0.12%
5,844
56
$259K 0.11%
+1,600
57
$246K 0.1%
+1,050
58
$227K 0.1%
453
-27
59
$227K 0.1%
4,214
60
$216K 0.09%
1,600
61
– –
-1,234
62
– –
-900
1 2
3