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
$223M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$2.33M
2 +$604K
3 +$466K
4
PYPL icon
PayPal
PYPL
+$340K
5
WST icon
West Pharmaceutical
WST
+$223K

Sector Composition

1 Technology 10.15%
2 Healthcare 6.43%
3 Financials 6.2%
4 Consumer Discretionary 5.77%
5 Communication Services 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-544
52
-3,432
53
-2,942
54
-2,095