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
+$747K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$414K
2
+$350K
3
+$335K
4
VRT icon
Vertiv
VRT
+$316K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$244K

Top Sells

1
+$4.46M
2
+$562K
3
+$550K
4
ISRG icon
Intuitive Surgical
ISRG
+$547K
5
GLW icon
Corning
GLW
+$357K

Sector Composition

1 Technology 6.58%
2 Financials 4.11%
3 Healthcare 4.09%
4 Consumer Discretionary 3.65%
5 Communication Services 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-20,000
77
– –
-8,072
78
– –
-1,725
1 2 3
4