- New Purchases: WST, WK,
- Added Positions: ICLN, DSI, RAFE, SDG, SUSB, TSLA, VEU, XBI, IVV, SCHM, CRSP,
- Reduced Positions: AAPL, XOM, JNJ, LMBS, COST, ISRG, NKE, FB, ADBE, TFC, V, BIV, SCHP,
- Sold Out: MMM, ALL, GE, EDIT, KMB, APPN,
For the details of Arlington Financial Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/arlington+financial+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Arlington Financial Advisors, LLC- Schwab Fundamental U.S. Large Company Index ETF (FNDX) - 552,631 shares, 11.67% of the total portfolio. Shares added by 0.04%
- iShares S&P Global Clean Energy Index Fund (ICLN) - 1,136,648 shares, 9.63% of the total portfolio. Shares added by 2.05%
- Schwab Fundamental U.S. Small Company Index ETF (FNDA) - 318,540 shares, 6.57% of the total portfolio. Shares added by 0.60%
- Schwab Fundamental International Large Company Ind (FNDF) - 508,105 shares, 6.53% of the total portfolio. Shares added by 0.85%
- Apple Inc (AAPL) - 94,352 shares, 5.23% of the total portfolio. Shares reduced by 13.93%
Arlington Financial Advisors, LLC initiated holding in West Pharmaceutical Services Inc. The purchase prices were between $363.01 and $468.47, with an estimated average price of $421.36. The stock is now traded at around $417.730000. The impact to a portfolio due to this purchase was 0.09%. The holding were 554 shares as of 2021-09-30.
New Purchase: Workiva Inc (WK)Arlington Financial Advisors, LLC initiated holding in Workiva Inc. The purchase prices were between $113.04 and $154.12, with an estimated average price of $135.39. The stock is now traded at around $156.240000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,500 shares as of 2021-09-30.
Sold Out: 3M Co (MMM)Arlington Financial Advisors, LLC sold out a holding in 3M Co. The sale prices were between $175.42 and $202.83, with an estimated average price of $193.88.
Sold Out: Allstate Corp (ALL)Arlington Financial Advisors, LLC sold out a holding in Allstate Corp. The sale prices were between $127.31 and $137.87, with an estimated average price of $132.2.
Sold Out: General Electric Co (GE)Arlington Financial Advisors, LLC sold out a holding in General Electric Co. The sale prices were between $96 and $107.84, with an estimated average price of $103.28.
Sold Out: Editas Medicine Inc (EDIT)Arlington Financial Advisors, LLC sold out a holding in Editas Medicine Inc. The sale prices were between $39.27 and $72.94, with an estimated average price of $55.
Sold Out: Kimberly-Clark Corp (KMB)Arlington Financial Advisors, LLC sold out a holding in Kimberly-Clark Corp. The sale prices were between $132.43 and $141.49, with an estimated average price of $136.06.
Sold Out: Appian Corp (APPN)Arlington Financial Advisors, LLC sold out a holding in Appian Corp. The sale prices were between $91.98 and $138.15, with an estimated average price of $111.18.
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