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
$235M
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.35%
2 Healthcare 5.01%
3 Communication Services 3.08%
4 Financials 2.93%
5 Energy 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$188K 0.08%
18,700
-1,400
77
$107K 0.05%
8,892
78
$36K 0.02%
10,000
79
-4,882
80
-49,611
81
-2,519
82
-9,863