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
$247M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1M
3
+$680K
4
RAFE icon
PIMCO RAFI ESG US ETF
RAFE
+$495K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$450K

Top Sells

1
+$2.62M
2
+$1.64M
3
+$756K
4
WFC icon
Wells Fargo
WFC
+$504K
5
EDIT icon
Editas Medicine
EDIT
+$294K

Sector Composition

1 Financials 7.82%
2 Consumer Discretionary 7.46%
3 Technology 6.41%
4 Healthcare 5.31%
5 Communication Services 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$318K 0.13%
1,400
52
$276K 0.11%
4,214
53
$235K 0.1%
+1,097
54
$226K 0.09%
1,073
+23
55
$222K 0.09%
1,600
56
$213K 0.09%
1,600
57
$210K 0.09%
442
-11
58
– –
-26,354
59
– –
-4,200
60
– –
-16,699
61
– –
-19,945
1 2
3