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
$196M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$12.9M
2 +$925K
3 +$617K
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$507K
5
AAPL icon
Apple
AAPL
+$378K

Sector Composition

1 Technology 11.12%
2 Healthcare 6.88%
3 Consumer Discretionary 6.5%
4 Financials 6.41%
5 Communication Services 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$46K 0.02%
20,000
52
-1,423
53
-293,495