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
$263M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$3.47M
2 +$3.07M
3 +$1.08M
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$1.04M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$874K

Sector Composition

1 Technology 10.72%
2 Consumer Discretionary 6.74%
3 Financials 6.61%
4 Healthcare 6.08%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,874
77
-311
78
-36,702
79
-1,196