AP

Arlington Partners Portfolio holdings

AUM $271M
1-Year Est. Return 17.89%
This Quarter Est. Return
1 Year Est. Return
+17.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1 +$5.08M
2 +$1.75M
3 +$887K
4
AAPL icon
Apple
AAPL
+$611K
5
ET icon
Energy Transfer Partners
ET
+$279K

Top Sells

1 +$6.55M
2 +$3.51M
3 +$501K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$307K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$261K

Sector Composition

1 Financials 4.66%
2 Technology 3.37%
3 Healthcare 1.56%
4 Consumer Staples 1.26%
5 Energy 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$4K ﹤0.01%
+79
227
$4K ﹤0.01%
75
228
$4K ﹤0.01%
1,011
229
$4K ﹤0.01%
+66
230
$4K ﹤0.01%
+92
231
$4K ﹤0.01%
+188
232
$4K ﹤0.01%
+52
233
$4K ﹤0.01%
+61
234
$4K ﹤0.01%
+115
235
$3K ﹤0.01%
+116
236
$3K ﹤0.01%
+197
237
$3K ﹤0.01%
+31
238
$3K ﹤0.01%
+212
239
$3K ﹤0.01%
+7
240
$3K ﹤0.01%
+138
241
$3K ﹤0.01%
+44
242
$3K ﹤0.01%
273
243
$3K ﹤0.01%
+112
244
$3K ﹤0.01%
+62
245
$2K ﹤0.01%
+111
246
$2K ﹤0.01%
+27
247
$2K ﹤0.01%
+68
248
$2K ﹤0.01%
+145
249
$2K ﹤0.01%
+56
250
$2K ﹤0.01%
+18