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
$347M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1 +$7.36M
2 +$5.58M
3 +$5.38M
4
EPD icon
Enterprise Products Partners
EPD
+$4.17M
5
MSFT icon
Microsoft
MSFT
+$3.07M

Sector Composition

1 Technology 8.4%
2 Financials 6.37%
3 Healthcare 5.26%
4 Industrials 5.26%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$67K 0.02%
+1,451
227
$66K 0.02%
+345
228
$66K 0.02%
736
229
$65K 0.02%
+689
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$65K 0.02%
162
232
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1,364
233
$62K 0.02%
528
234
$62K 0.02%
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235
$62K 0.02%
121
236
$61K 0.02%
385
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$61K 0.02%
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$61K 0.02%
750
239
$60K 0.02%
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$60K 0.02%
532
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$60K 0.02%
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$57K 0.02%
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$56K 0.02%
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$55K 0.02%
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249
$54K 0.02%
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250
$53K 0.02%
750