AFA

Arlington Financial Advisors Portfolio holdings

AUM $702M
1-Year Est. Return 18.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$59.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.15M
3
+$4.05M
4
AAPL icon
Apple
AAPL
+$3.49M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$3.34M

Top Sells

1
+$28M
2
+$25.9M
3
+$8.05M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$6.59M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$5.59M

Sector Composition

1 Technology 10.8%
2 Healthcare 7.27%
3 Industrials 5.23%
4 Financials 4.91%
5 Communication Services 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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80
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-43,567
83
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84
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