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Home > Institutional Investor > Arlington Financial Advisors, Llc > Profile

Instuitional Investor - Arlington Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Arlington Financial Advisors, Llc
Portfolio Value $679,772,495
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Si Financial Group Inc.
 SIFI 1,575,987 $46,601,941 6.86%
2.
Capital Group Gbl Growth Eqt
 1,348,117 $46,065,158 6.78%
3.
Dimensional Etf Trust
 618,147 $44,420,043 6.53%
4.
First Tr Exchange Traded Fd
 232,118 $35,068,346 5.16%
5.
Schwab Strategic Trust
 FNDF 791,251 $33,992,142 5%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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