AP

Arlington Partners Portfolio holdings

AUM $289M
1-Year Est. Return 8.94%
This Quarter Est. Return
1 Year Est. Return
+8.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$83.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$7.32M
3
+$4.85M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.53M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.51M

Top Sells

1
+$5.89M
2
+$1.26M
3
+$784K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$515K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$514K

Sector Composition

1 Financials 9.19%
2 Technology 8.86%
3 Industrials 5.45%
4 Healthcare 3.72%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
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