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
$456M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$26.4M
3
+$26.4M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$22.7M
5
GRID icon
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
+$15.2M

Top Sells

1
+$13.8M
2
+$12.7M
3
+$10.6M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$10.1M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$8.62M

Sector Composition

1 Technology 6.59%
2 Financials 4.42%
3 Healthcare 4.24%
4 Consumer Discretionary 3.71%
5 Communication Services 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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