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
$295M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.22M
3
+$6.46M
4
URTH icon
iShares MSCI World ETF
URTH
+$3.54M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$2.44M

Top Sells

1
+$12.6M
2
+$2.56M
3
+$1M
4
DIS icon
Walt Disney
DIS
+$384K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$342K

Sector Composition

1 Technology 10.47%
2 Financials 6.75%
3 Consumer Discretionary 6.64%
4 Healthcare 5.19%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$608K 0.21%
3,400
52
$473K 0.16%
+6,437
53
$439K 0.15%
+2,874
54
$439K 0.15%
11,795
55
$437K 0.15%
5,865
56
$396K 0.13%
2,452
+1,052
57
$393K 0.13%
+4,785
58
$381K 0.13%
+3,139
59
$354K 0.12%
+4,497
60
$341K 0.12%
+11,285
61
$316K 0.11%
5,400
62
$312K 0.11%
4,113
+1,010
63
$302K 0.1%
+3,261
64
$281K 0.1%
4,588
65
$267K 0.09%
1,500
66
$255K 0.09%
544
-10
67
$233K 0.08%
+1,423
68
$227K 0.08%
+4,480
69
$225K 0.08%
+3,555
70
$219K 0.07%
+2,386
71
$218K 0.07%
573
-500
72
$209K 0.07%
+5,195
73
$205K 0.07%
1,196
-90
74
$205K 0.07%
+311
75
$205K 0.07%
+2,000
1 2
3
4