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Arlington Financial Advisors, LLC Buys Schwab Fundamental U.S. Large Company Index, Schwab Fundamental U.S. Small Company Index, Invesco FTSE RAFI US 1500 Small-Mid ETF, Sells Square Inc, Energy Recovery Inc, Schwab U.S. Large-Cap

Investment company Arlington Financial Advisors, LLC buys Schwab Fundamental U.S. Large Company Index, Schwab Fundamental U.S. Small Company Index, Invesco FTSE RAFI US 1500 Small-Mid ETF, Invesco FTSE RAFI Developed Markets ex-U.S., PPDAI Group Inc, sells Square Inc, Energy Recovery Inc, Schwab U.S. Large-Cap, Schwab U.S. Small-Cap, AT&T Inc during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Arlington Financial Advisors, LLC. As of 2018-09-30, Arlington Financial Advisors, LLC owns 52 stocks with a total value of $135 million. These are the details of the buys and sells.

For the details of Arlington Financial Advisors, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Arlington+Financial+Advisors%2C+LLC

These are the top 5 holdings of Arlington Financial Advisors, LLC
  1. Schwab Fundamental U.S. Large Company Index (FNDX) - 471,681 shares, 13.31% of the total portfolio. New Position
  2. First Trust North American Energy Infrastructure F (EMLP) - 544,683 shares, 9.39% of the total portfolio. Shares added by 3.87%
  3. Templeton Dragon Fund Inc (TDF) - 588,287 shares, 7.55% of the total portfolio. Shares added by 6.37%
  4. Schwab Fundamental U.S. Small Company Index (FNDA) - 199,494 shares, 5.59% of the total portfolio. New Position
  5. Apple Inc (AAPL) - 27,987 shares, 4.23% of the total portfolio. Shares added by 7.89%
New Purchase: Schwab Fundamental U.S. Large Company Index (FNDX)

Arlington Financial Advisors, LLC initiated holding in Schwab Fundamental U.S. Large Company Index. The purchase prices were between $37.07 and $40.09, with an estimated average price of $38.8. The stock is now traded at around $37.22. The impact to a portfolio due to this purchase was 13.31%. The holding were 471,681 shares as of 2018-09-30.

New Purchase: Schwab Fundamental U.S. Small Company Index (FNDA)

Arlington Financial Advisors, LLC initiated holding in Schwab Fundamental U.S. Small Company Index. The purchase prices were between $39.84 and $41.57, with an estimated average price of $40.77. The stock is now traded at around $37.07. The impact to a portfolio due to this purchase was 5.59%. The holding were 199,494 shares as of 2018-09-30.

New Purchase: Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ)

Arlington Financial Advisors, LLC initiated holding in Invesco FTSE RAFI US 1500 Small-Mid ETF. The purchase prices were between $139.56 and $146.04, with an estimated average price of $142.81. The stock is now traded at around $127.69. The impact to a portfolio due to this purchase was 4.19%. The holding were 43,181 shares as of 2018-09-30.

New Purchase: Invesco FTSE RAFI Developed Markets ex-U.S. (PXF)

Arlington Financial Advisors, LLC initiated holding in Invesco FTSE RAFI Developed Markets ex-U.S.. The purchase prices were between $41.82 and $44.13, with an estimated average price of $43.14. The stock is now traded at around $40.11. The impact to a portfolio due to this purchase was 3.88%. The holding were 129,883 shares as of 2018-09-30.

New Purchase: PPDAI Group Inc (PPDF)

Arlington Financial Advisors, LLC initiated holding in PPDAI Group Inc. The purchase prices were between $3.99 and $6.82, with an estimated average price of $5.2. The stock is now traded at around $5.99. The impact to a portfolio due to this purchase was 0.04%. The holding were 10,000 shares as of 2018-09-30.

Sold Out: Energy Recovery Inc (ERII)

Arlington Financial Advisors, LLC sold out a holding in Energy Recovery Inc. The sale prices were between $7.68 and $9.79, with an estimated average price of $8.85.

Sold Out: Schwab U.S. Large-Cap (SCHX)

Arlington Financial Advisors, LLC sold out a holding in Schwab U.S. Large-Cap. The sale prices were between $64.92 and $70.26, with an estimated average price of $68.18.

Sold Out: Schwab U.S. Small-Cap (SCHA)

Arlington Financial Advisors, LLC sold out a holding in Schwab U.S. Small-Cap. The sale prices were between $74.01 and $78.22, with an estimated average price of $76.27.

Sold Out: AT&T Inc (T)

Arlington Financial Advisors, LLC sold out a holding in AT&T Inc. The sale prices were between $30.25 and $33.91, with an estimated average price of $32.43.

Sold Out: Kimberly-Clark Corp (KMB)

Arlington Financial Advisors, LLC sold out a holding in Kimberly-Clark Corp. The sale prices were between $103.55 and $119.56, with an estimated average price of $112.13.

Sold Out: MVC Capital Inc (MVC)

Arlington Financial Advisors, LLC sold out a holding in MVC Capital Inc. The sale prices were between $9.25 and $9.87, with an estimated average price of $9.49.



Here is the complete portfolio of Arlington Financial Advisors, LLC. Also check out:

1. Arlington Financial Advisors, LLC's Undervalued Stocks
2. Arlington Financial Advisors, LLC's Top Growth Companies, and
3. Arlington Financial Advisors, LLC's High Yield stocks
4. Stocks that Arlington Financial Advisors, LLC keeps buying

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