AFA
Arlington Financial Advisors Portfolio holdings
AUM
$611M
1-Year Return
13.3%
This Quarter Return
+10.18%
1 Year Return
+13.3%
3 Year Return
+55.59%
5 Year Return
+117.44%
10 Year Return
–
AUM
$237M
AUM Growth
+$40.8M
(+21%)
Cap. Flow
+$24.7M
Cap. Flow
% of AUM
10.41%
Top 10 Holdings %
Top 10 Hldgs %
61.48%
Holding
68
New
17
Increased
16
Reduced
24
Closed
4
Top Buys
| 1 |
Matthews Asia Innovators Active ETF
MINV
|
$15.9M |
| 2 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$1.63M |
| 3 |
Capital Group Global Growth Equity ETF
CGGO
|
$1.55M |
| 4 |
iShares MSCI World ETF
URTH
|
$1.38M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$1.18M |
Top Sells
Sector Composition
| 1 | Technology | 9.05% |
| 2 | Healthcare | 7.15% |
| 3 | Financials | 6.31% |
| 4 | Consumer Discretionary | 4.78% |
| 5 | Communication Services | 2.64% |
