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
301
$34K 0.01%
2,212
302
$34K 0.01%
+189
303
$34K 0.01%
1,134
-1
304
$33K 0.01%
959
305
$33K 0.01%
137
306
$32K 0.01%
332
307
$32K 0.01%
+595
308
$31K 0.01%
146
+71
309
$30K 0.01%
+588
310
$30K 0.01%
175
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311
$30K 0.01%
628
312
$30K 0.01%
539
313
$28K 0.01%
1,580
314
$28K 0.01%
714
315
$28K 0.01%
462
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$28K 0.01%
187
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$27K 0.01%
467
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$27K 0.01%
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$27K 0.01%
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320
$26K 0.01%
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$25K 0.01%
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$24K 0.01%
108
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$24K 0.01%
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$23K 0.01%
462
325
$23K 0.01%
2,000