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
$335M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$10.6M
3 +$5.07M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.36M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$3.4M

Top Sells

1 +$10.1M
2 +$4.68M
3 +$2.78M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$2.62M
5
DIS icon
Walt Disney
DIS
+$2.38M

Sector Composition

1 Technology 9.67%
2 Healthcare 5.48%
3 Financials 5.36%
4 Consumer Discretionary 5.08%
5 Communication Services 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$213K 0.06%
+366
77
$203K 0.06%
+500
78
$82.8K 0.02%
20,000
79
-22,500
80
-25,300