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
$263M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.07M
3
+$1.08M
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$1.04M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$874K

Top Sells

1
+$6.46M
2
+$3.36M
3
+$2.44M
4
META icon
Meta Platforms (Facebook)
META
+$2.19M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.79M

Sector Composition

1 Technology 10.72%
2 Consumer Discretionary 6.74%
3 Financials 6.61%
4 Healthcare 6.08%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$207K 0.08%
1,000
-500
52
$68K 0.03%
20,000
53
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