KATIE SMITH
@Arlington Capital Management, Inc.
Latest period2024 - Q3ReportedManaged Assets$121.503MTotal holdings85
Assets growth rate5.54%Assets growth rate (2-Q avg)0.64%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Arlington Capital Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 85 positions.
Assets under management
The assets under management (AUM) of Arlington Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 121.503M in assets, with a quarterly growth rate of 5.54% and a 2-quarter average growth rate of 0.64%. The portfolio is managed by KATIE SMITH, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ITBIshares Tr
| 5% | $6.072M 47,772 shares@ $127.11 avg price | Decreased -7.29% |
ANETArista Networks Inc
| 2.25% | $2.729M 7,110 shares@ $383.82 avg price | Decreased -0.78% |
GOOGAlphabet Inc
| 1.1% | $1.328M 7,944 shares@ $167.19 avg price | Decreased -1.56% |
MSFTMicrosoft Corp
| 1.09% | $1.314M 3,053 shares@ $430.32 avg price | Decreased -2.39% |
METAMeta Platforms Inc
| 0.52% | $628,551 1,098 shares@ $572.46 avg price | Decreased -0.81% |
NJULInnovator Etfs Trust
| 0.26% | $304,282 5,003 shares@ $60.82 avg price | Decreased -57.54% |
NAPRInnovator Etfs Trust
| 0.25% | $298,455 6,136 shares@ $48.64 avg price | Decreased -35.85% |
NOCTInnovator Etfs Trust
| 0.25% | $298,232 5,976 shares@ $49.91 avg price | Decreased -35.31% |
NJANInnovator Etfs Trust
| 0.25% | $297,831 6,411 shares@ $46.46 avg price | Decreased -35.43% |
QCOMQualcomm Inc
| 0.2% | $233,387 1,372 shares@ $170.11 avg price | Decreased -12.94% |