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
576
-11
577
-18,915
578
-5,606
579
-82