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
$178M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$1.02M
3 +$913K
4
UL icon
Unilever
UL
+$825K
5
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
+$447K

Sector Composition

1 Technology 8.09%
2 Financials 6.56%
3 Industrials 5.16%
4 Healthcare 4.72%
5 Consumer Staples 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-66
327
-212