AFA
Arlington Financial Advisors Portfolio holdings
AUM
$680M
1-Year Est. Return
12.92%
1 Year Est. Return
+12.92%
AUM
$611M
AUM Growth
+$41.9M
(+7.4%)
Holding
112
Top Buys
| 1 | +$21M | |
| 2 | +$8.65M | |
| 3 | +$6.28M | |
| 4 |
Trade Desk
TTD
|
+$4.88M |
| 5 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
+$4.31M |
Top Sells
| 1 | +$18.1M | |
| 2 | +$4.44M | |
| 3 | +$2.83M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.56M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$2.56M |
Sector Composition
| 1 | Technology | 4.95% |
| 2 | Financials | 3.71% |
| 3 | Communication Services | 3.26% |
| 4 | Healthcare | 3.24% |
| 5 | Consumer Discretionary | 2.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Johnson & Johnson
JNJ
$463B
| – | – |
-5,342
|
|
||
102
iShares S&P 500 Growth ETF
IVW
$65.8B
| – | – |
-4,396
|
|
||
103
iShares Core S&P Total US Stock Market ETF
ITOT
$77.6B
| – | – |
-5,085
|
|
||
104
iShares Global 100 ETF
IOO
$7.35B
| – | – |
-2,177
|
|
||
105
iShares Core S&P Small-Cap ETF
IJR
$84.8B
| – | – |
-2,179
|
|
||
106
iShares Biotechnology ETF
IBB
$6.17B
| – | – |
-16,861
|
|
||
107
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.21B
| – | – |
-13,591
|
|
||
108
Berkshire Hathaway Class A
BRK.A
$1.05T
| – | – |
-2
|
|
||
109
Blackstone
BX
$123B
| – | – |
-1,750
|
|
||
110
Deckers Outdoor
DECK
$14.7B
| – | – |
-2,877
|
|
||
111
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$466M
| – | – |
-9,071
|
|
||
112
Dick's Sporting Goods
DKS
$20.7B
| – | – |
-2,075
|
|