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

Top Buys

1
+$39.8M
2
+$27.9M
3
+$27.8M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$23.4M
5
GRID icon
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
+$16.4M

Top Sells

1
+$14.6M
2
+$12.7M
3
+$10.6M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$10.6M
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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