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
$472M
AUM Growth
-$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1 +$5.39M
2 +$2.27M
3 +$640K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$591K
5
AMZN icon
Amazon
AMZN
+$555K

Sector Composition

1 Technology 9.91%
2 Financials 7.01%
3 Consumer Discretionary 3.11%
4 Healthcare 2.77%
5 Industrials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$41.3K 0.01%
1,184
377
$41.1K 0.01%
239
378
$41.1K 0.01%
2,200
379
$40.8K 0.01%
+5,000
380
$40.3K 0.01%
+800
381
$40.2K 0.01%
152
382
$39.5K 0.01%
196
383
$39.1K 0.01%
772
384
$38.8K 0.01%
+600
385
$38.7K 0.01%
233
386
$38.7K 0.01%
479
387
$38.3K 0.01%
696
388
$38.2K 0.01%
412
389
$38K 0.01%
450
+380
390
$37.4K 0.01%
255
391
$37.4K 0.01%
255
392
$37.3K 0.01%
163
-332
393
$37K 0.01%
175
+155
394
$36.8K 0.01%
+1,000
395
$36.8K 0.01%
+500
396
$36.7K 0.01%
3,400
397
$36.5K 0.01%
+550
398
$36K 0.01%
600
399
$35.9K 0.01%
1,403
400
$34.8K 0.01%
485