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
$196M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1 +$6.08M
2 +$3.28M
3 +$3.04M
4
FOX icon
Fox Class B
FOX
+$2.9M
5
MDT icon
Medtronic
MDT
+$2.39M

Top Sells

1 +$40.4M
2 +$32.1M
3 +$26.5M
4
BND icon
Vanguard Total Bond Market
BND
+$20.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$16.1M

Sector Composition

1 Financials 21.99%
2 Healthcare 15.86%
3 Technology 15.23%
4 Industrials 12.64%
5 Communication Services 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
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