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
501
$11.6K ﹤0.01%
45
502
$11.4K ﹤0.01%
48
503
$11.3K ﹤0.01%
215
504
$11.2K ﹤0.01%
115
505
$11.1K ﹤0.01%
+50
506
$10.9K ﹤0.01%
16
507
$10.9K ﹤0.01%
+300
508
$10.9K ﹤0.01%
414
509
$10.1K ﹤0.01%
441
510
$10.1K ﹤0.01%
23
511
$10K ﹤0.01%
1,000
512
$9.56K ﹤0.01%
+140
513
$9.16K ﹤0.01%
36
514
$9.04K ﹤0.01%
1,500
515
$9.04K ﹤0.01%
56
516
$8.95K ﹤0.01%
+40
517
$8.91K ﹤0.01%
+113
518
$8.69K ﹤0.01%
100
519
$8.66K ﹤0.01%
+300
520
$8.47K ﹤0.01%
88
521
$8.25K ﹤0.01%
52
522
$8.22K ﹤0.01%
290
523
$8.21K ﹤0.01%
+150
524
$8.09K ﹤0.01%
+435
525
$7.98K ﹤0.01%
61