AT

Arlington Trust Portfolio holdings

AUM $556M
1-Year Est. Return 17.12%
This Quarter Est. Return
1 Year Est. Return
+17.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1 +$20.2M
2 +$1.15M
3 +$1.02M
4
GLD icon
SPDR Gold Trust
GLD
+$662K
5
HD icon
Home Depot
HD
+$409K

Top Sells

1 +$1.31M
2 +$611K
3 +$501K
4
CSCO icon
Cisco
CSCO
+$480K
5
MA icon
Mastercard
MA
+$455K

Sector Composition

1 Technology 11.59%
2 Financials 6.72%
3 Healthcare 3.28%
4 Consumer Discretionary 3.19%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$82.7K 0.02%
105
-18
277
$81K 0.02%
103
278
$81K 0.02%
+6,000
279
$80.5K 0.02%
2,930
280
$79.8K 0.02%
179
281
$79.4K 0.02%
623
282
$78K 0.02%
570
283
$78K 0.02%
570
+142
284
$78K 0.02%
141
285
$77.1K 0.02%
1,856
+900
286
$76.6K 0.02%
+200
287
$76.6K 0.02%
1,750
288
$76.6K 0.02%
+2,500
289
$76.3K 0.02%
+3,326
290
$75K 0.02%
794
291
$74.8K 0.02%
2,610
292
$74.7K 0.02%
+3,500
293
$74.2K 0.02%
137
294
$68.9K 0.02%
327
295
$68.7K 0.02%
219
296
$68.6K 0.02%
+2,481
297
$68.5K 0.02%
1,279
+1,277
298
$67.9K 0.02%
863
+36
299
$67.5K 0.02%
828
300
$65.3K 0.02%
+290