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
$157M
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1 +$8.52M
2 +$6.43M
3 +$4.82M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.81M
5
ATMP icon
iPath Select MLP ETN
ATMP
+$1.36M

Top Sells

1 +$10M
2 +$7.18M
3 +$4.53M
4
AAPL icon
Apple
AAPL
+$4.46M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.8M

Sector Composition

1 Financials 3.54%
2 Technology 2.52%
3 Healthcare 1.25%
4 Consumer Staples 1.15%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$30K 0.02%
+225
127
$30K 0.02%
400
128
$28K 0.02%
378
-54
129
$28K 0.02%
1,000
130
$26K 0.02%
204
131
$26K 0.02%
500
132
$26K 0.02%
700
133
$26K 0.02%
300
134
$25K 0.02%
284
135
$24K 0.02%
+333
136
$24K 0.02%
440
137
$23K 0.01%
230
138
$21K 0.01%
48
139
$20K 0.01%
400
140
$20K 0.01%
130
141
$20K 0.01%
100
142
$19K 0.01%
561
143
$17K 0.01%
+215
144
$17K 0.01%
350
145
$17K 0.01%
185
146
$16K 0.01%
333
147
$14K 0.01%
260
148
$14K 0.01%
681
+400
149
$13K 0.01%
275
150
$13K 0.01%
60
-10,740