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
$192M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Sells

1 +$25.8M
2 +$9.49M
3 +$1.69M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.22M
5
SFBS icon
ServisFirst Bancshares
SFBS
+$513K

Sector Composition

1 Technology 6.6%
2 Financials 4.44%
3 Healthcare 4.18%
4 Industrials 3.63%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$41K 0.02%
1,500
127
$40K 0.02%
1,682
128
$40K 0.02%
278
129
$38K 0.02%
18,179
130
$38K 0.02%
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131
$37K 0.02%
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132
$37K 0.02%
502
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133
$37K 0.02%
506
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134
$37K 0.02%
7,554
135
$35K 0.02%
1,454
+54
136
$34K 0.02%
2,850
137
$32K 0.02%
379
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138
$32K 0.02%
400
139
$31K 0.02%
509
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140
$31K 0.02%
331
141
$31K 0.02%
393
142
$30K 0.02%
+35
143
$30K 0.02%
1,400
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144
$28K 0.01%
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145
$27K 0.01%
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146
$27K 0.01%
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147
$26K 0.01%
700
148
$25K 0.01%
312
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149
$25K 0.01%
850
150
$24K 0.01%
1,690