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
276
$44K 0.01%
278
277
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+128
278
$44K 0.01%
1,002
279
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666
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$42K 0.01%
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3,647
282
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283
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+978
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$41K 0.01%
528
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285
$41K 0.01%
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$40K 0.01%
250
287
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$39K 0.01%
954
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293
$39K 0.01%
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$39K 0.01%
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$38K 0.01%
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193
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$36K 0.01%
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299
$35K 0.01%
623
300
$34K 0.01%
+401