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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ACWIIshares Tr
Recent Activity
New Position
4.42%
$5.366M
44,887 shares@ $119.56 avg price
VXXBarclays Bank Plc
Recent Activity
New Position
1.68%
$2.037M
41,060 shares@ $49.6 avg price
VXZBarclays Bank Plc
Recent Activity
New Position
1.64%
$1.988M
37,905 shares@ $52.46 avg price
ETVEaton Vance Tax-managed Buy-
Recent Activity
New Position
0.73%
$882,689
63,963 shares@ $13.8 avg price
BUFFInnovator Etfs Trust
Recent Activity
New Position
0.58%
$695,375
15,761 shares@ $44.12 avg price
BUFZFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.57%
$687,580
29,209 shares@ $23.55 avg price
HUBBHubbell Inc
Recent Activity
New Position
0.54%
$651,092
1,520 shares@ $428.35 avg price
QCAPFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.24%
$287,597
13,324 shares@ $21.59 avg price
GUTGabelli Util Tr
Recent Activity
New Position
0.24%
$285,995
54,999 shares@ $5.21 avg price
XLESelect Sector Spdr Tr
Recent Activity
New Position
0.18%
$210,720
2,400 shares@ $87.8 avg price