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
$295M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.22M
3
+$6.46M
4
URTH icon
iShares MSCI World ETF
URTH
+$3.54M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$2.44M

Top Sells

1
+$12.6M
2
+$2.56M
3
+$1M
4
DIS icon
Walt Disney
DIS
+$384K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$342K

Sector Composition

1 Technology 10.47%
2 Financials 6.75%
3 Consumer Discretionary 6.64%
4 Healthcare 5.19%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$204K 0.07%
360
-20
77
$202K 0.07%
+975
78
$66K 0.02%
20,000
79
– –
-1,500
80
– –
-770
81
– –
-248,659
82
– –
-2,500
83
– –
-2,750
1 2 3
4