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
176
$6K ﹤0.01%
+187
177
$6K ﹤0.01%
363
178
$6K ﹤0.01%
500
179
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681
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31
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215
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186
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1,125
-947
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116
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609
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4,908
198
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833
-3,637
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$5K ﹤0.01%
59
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$4K ﹤0.01%
+200